The investment seeks to provide capital appreciation.
The fund may invest in equity securities of domestic and foreign issuers of any size, equity-related securities such as options on equity indices or index exchange-traded funds (“ETFs”), and exchange-traded notes (“ETNs”) linked to the VIX (market volatility) index. The fund’s ETF investments include leveraged ETFs and ETFs that invest in fixed-income securities of any duration or credit quality, including high-yield bonds. The fund adviser expects to have a high portfolio turnover which may result in higher transactional costs.
The average weekly volume growth across all stocks in the Tactical Growth Allocation I MF was -16%. For the same stocks of the MF, the average monthly volume growth was -26% and the average quarterly volume growth was -39%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 83
P/E Growth Rating: 33
Price Growth Rating: 22
SMR Rating: 34
Profit Risk Rating: 17
Seasonality Score: -44 (-100 ... +100)