C Tactical Dynamic Fund

Class Inst (TGIFX)

U.S. News evaluated 121 World 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 5.47 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date -0.3%
1 Year 5.5%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to achieve long-term capital appreciation. The fund is a "fund of funds" that invests principally in unaffiliated exchange-traded funds ("ETFs") that are traded on primary U.S. exchanges. The fund seeks to track the total return of four indices by replicating the holdings of each of the four indices listed below: 1) Tactical Shares U.S. Sector Index, 2) Tactical Shares Developed Markets Index, 3) Tactical Shares Emerging Markets Index, and 4) Tactical Shares Natural Resources Index. It plans to allocate 25% of its portfolio to each of these four indices.

Fees

Fees are Low compared to funds in the same category.
C Tactical Dynamic Fund has an expense ratio of 1.25 percent.

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Risk

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

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