Rx Tactical Rotation Fund

U.S. News evaluated 304 World Stock 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 20.84 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 8.0%
1 Year 20.8%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks capital appreciation. The fund invests in no-load, institutional, and exchange-traded funds that are registered under the Investment Company Act of 1940 and not affiliated with the fund ("portfolio funds") or making direct investments in portfolio securities based upon institutional research, recommendations, and trading signals from investment model managers or other third-party research providers. The investments of the fund and portfolio funds will be comprised of equity securities principally consisting of common stock, preferred stock, convertible preferred stock, convertible bonds, and warrants.

Fees

Fees are Above Average compared to funds in the same category.
Rx Tactical Rotation Fund has an expense ratio of 1.20 percent.

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Risk

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

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