PSI Tactical Growth Fund

Class A (FXTAX)
2 / 5 Stars
1 1 4 1 1
Zacks Investment Research
Standard & Poor's
1 / 5 Stars
D (Sell)

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.

See all Portfolio Strategies funds

See full Tactical Allocation rankings

See more fund rankings


The fund has returned 9.11 percent over the past year, and 3.18 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 1.7%
1 Year 9.1%
3 Years (Annualized) 3.2%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more FXTAX performance


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

See more FXTAX risk