2 / 5 Stars
1 1 5 1 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#23 in Tactical Allocation
U.S. News evaluated 85 Tactical Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 1.76 percent over the past year, 2.07 percent over the past three years, and 2.31 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.9%|
|3 Years (Annualized)||2.1%|
|5 Years (Annualized)||2.3%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund invests primarily in other investment companies (including ETFs). It may invest in the international, domestic equity, and fixed income markets, with limited (typically less than 15%) exposure to emerging markets. In selecting the Tactical Fund's positions, the adviser will identify securities that exhibit low volatility, consistent performance, and positive total returns. The adviser utilizes a proprietary investment research process called "Rational Analysis" to select securities. It uses Fundamental Analysis, Technical Analysis, and Quantitative Studies in selecting the positions.
Fees are Low compared to funds in the same category.
Pacific Financial Tactical Fund has an expense ratio of 1.79 percent.
Risk is Low compared to funds in the same category according to Morningstar.