Sector Rotation Fund

Class Other (NAVFX)
Scorecard
4 / 5 Stars
Lipper
1 1 3 1 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
2 / 5 Stars
TheStreet.com
C (Hold)

#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.

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Performance

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%
1 Year 18.3%
3 Years (Annualized) 8.7%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

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

Fees are Low compared to funds in the same category.
Sector Rotation Fund has an expense ratio of 1.65 percent.

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Risk

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

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