Tactical Allocation

Tactical Allocation portfolios seek to provide capital appreciation and income by actively shifting allocations between asset classes. These portfolios have material shifts across equity regions, and bond sectors on a frequent basis. To qualify for the Tactical Allocation category, the fund must first meet the requirements to be considered in an allocation category. Next, the fund must historically demonstrate material shifts within the primary asset classes either through a gradual shift over three years or through a series of material shifts on a quarterly basis. The cumulative asset class exposure changes must exceed 10% over the measurement period. Morningstar®

#21 Invesco Balanced-Risk Allocation Fund (ABRZX)

Performance (1-yr.): 12.26% Expenses: 1.22%
Performance (1-mo.): 1.29% Total Assets: $9.76B
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#22 Toews Hedged Growth Allocation Fund (THGWX)

Performance (1-yr.): 14.57% Expenses: 1.37%
Performance (1-mo.): 2.26% Total Assets: $32.14M
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#23 Forward Growth Allocation Fund (AOGAX)

Performance (1-yr.): 12.17% Expenses: 1.76%
Performance (1-mo.): 0.88% Total Assets: $36.64M
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#24 Forward Income And Growth Allocation Fund (AOLAX)

Performance (1-yr.): 7.17% Expenses: 1.74%
Performance (1-mo.): 0.40% Total Assets: $8.85M
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#25 PIMCO All Asset All Authority Fund (PAUAX)

Performance (1-yr.): 6.82% Expenses: 1.66%
Performance (1-mo.): 1.06% Total Assets: $27.4B
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#26 Appleton Group Plus Fund (AGPLX)

Performance (1-yr.): 17.47% Expenses: 1.82%
Performance (1-mo.): 2.28% Total Assets: $37.27M
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#27 Pacific Financial Tactical Fund (PFGTX)

Performance (1-yr.): 3.20% Expenses: 2.42%
Performance (1-mo.): 0.50% Total Assets: $32.57M
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#28 Stadion Managed Risk 100 Fund (ETFFX)

Performance (1-yr.): 0.69% Expenses: 1.84%
Performance (1-mo.): 2.32% Total Assets: $439.09M
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Adaptive Allocation Fund (AAXAX)

Performance (1-yr.): 5.56% Expenses: 2.25%
Performance (1-mo.): 1.85% Total Assets: $26.96M
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AllianceBernstein Dynamic All Market Fund (ADAAX)

Performance (1-yr.): 16.58% Expenses: 1.09%
Performance (1-mo.): 1.40% Total Assets: $12.82M
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Top Performing Tactical Allocation Funds As of 07.03.2014

Rx Dynamic Growth Fund (FMGRX)

Total Return: 5.27%

ATAC Inflation Rotation Fund (ATACX)

Total Return: 3.76%

Nuveen Intelligent Risk Growth Allocation Fund (NIGAX)

Total Return: 3.76%

SCS Tactical Allocation Fund (SCSGX)

Total Return: 30.22%

AmericaFirst Absolute Return Fund (ABRFX)

Total Return: 29.28%

Meeder Muirfield Fund (FLMFX)

Total Return: 26.47%

Meeder Muirfield Fund (FLMFX)

Total Return: 12.07%

Camelot Premium Return Fund (CPRFX)

Total Return: 11.46%

AmericaFirst Quantitative Strategies Fund (AFIAX)

Total Return: 11.39%

* Annualized