Sextant Global High Income Fund

Class Other (SGHIX)

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.

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Performance

The fund has returned 9.98 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 2.5%
1 Year 10.0%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks high income, with a secondary objective of capital preservation. The fund invests in a globally diversified portfolio of income-producing debt and equity securities. It normally includes securities from at least three countries outside the U.S. The fund invests its assets no more than 50% in common stocks, no more than 50% in securities of U.S. issuers, no more than 50% in bonds rated A3 or higher, no more than 33% in securities of emerging market issuers, and no hedges, credit default swaps, or other transactions involving leverage or borrowings.

Fees

Fees are Low compared to funds in the same category.
Sextant Global High Income Fund has an expense ratio of 0.90 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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See Also:

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