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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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U.S. News evaluated 144 World Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 3.4% |
| 1 Year | N/A |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
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. It utilizes a rules-based, trend-following investment approach to tactically invest its portfolio across four global equity markets. The fund seeks to track the total return of four indices by replicating the holdings of each of the four indices described in the fund's prospectus. 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.
TacticalShares Dynamic Allocation Fund has an expense ratio of 1.25 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
