4 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#14 in Tactical Allocation
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 18.27 percent over the past year, and 8.67 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.8%|
|3 Years (Annualized)||8.7%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation. The fund invests in shares of exchange-traded funds ("ETFs"). In seeking to build a portfolio designed to outperform the S&P 500 Index, the advisor may allocate fund assets among equity and fixed income ETFs representing various markets, regions and countries, including the United States. It may invest in ETFs that hold foreign securities and American Depositary Receipts ("ADRs"). The fund may invest in ETFs designed to provide investment results that match the performance or inverse (opposite) performance of an underlying index. It is non-diversified.
Fees are Low compared to funds in the same category.
Sector Rotation Fund has an expense ratio of 1.65 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.