2 / 5 Stars
1 1 4 1 1
Zacks Investment Research
Standard & Poor's
1 / 5 Stars
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.
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%|
|3 Years (Annualized)||3.2%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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.
Risk is Below Average compared to funds in the same category according to Morningstar.