PSI Tactical Growth Fund

Class A (FXTAX)
Scorecard
2 / 5 Stars
Lipper
1 1 4 1 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
1 / 5 Stars
TheStreet.com
D+ (Sell)

#33 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.

See all Portfolio Strategies funds

See full Tactical Allocation rankings

See more fund rankings

Performance

The fund has returned 8.53 percent over the past year, and 2.06 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date -0.9%
1 Year 8.5%
3 Years (Annualized) 2.1%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more FXTAX performance

Summary

The investment seeks total return from income and capital appreciation and secondarily, capital preservation. The fund's investment adviser seeks to achieve its primary investment objective by investing combination of open-end investment companies and exchange traded funds ("ETFs") that each invest primarily in (1) U.S. fixed income securities, (2) U.S. equity securities (common and preferred stocks), (3) Foreign equity securities (common and preferred stocks), or (4) alternative assets, which the fund defines as commodity-related, currency-related or real estate-related securities, using the adviser's tactical strategy. It is non-diversified.

Fees

Fees are Low compared to funds in the same category.
PSI Tactical Growth Fund has an expense ratio of 1.90 percent.

See more FXTAX fees

Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

See more FXTAX risk

See Also:

Top Portfolio Strategies Funds