C Tactical Dynamic Fund

Class Inst (TGIFX)

U.S. News evaluated 98 Tactical Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 10.29 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 3.3%
1 Year 10.3%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to achieve long-term capital appreciation. The fund is a "fund of funds" that invests principally in unaffiliated exchange-traded funds ("ETFs") that are traded on primary U.S. exchanges. It utilizes a rules-based, trend-following investment approach to tactically invest its portfolio across four global equity markets. The fund seeks to track the total return of four indices by replicating the holdings of each of the four indices listed below. It plans to allocate 25% of its portfolio to each of these four indices.

Fees

Fees are Low compared to funds in the same category.
C Tactical Dynamic Fund has an expense ratio of 1.25 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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