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Trending ETFs

Tactical Allocation

Tactical Allocation funds are mutual funds or ETFs that own a diversified... Tactical Allocation funds are mutual funds or ETFs that own a diversified portfolio of assets. These funds typically own a mix of equities, fixed-income, and cash, and can also own, depending on their mandate, commodities (such as gold), as well as derivatives. These funds tend to be actively managed, with professional managers using both quantitative and qualitative approaches to best determine the ideal basket of assets at any one time. A Tactical Allocation fund may rebalance to owning government bonds when equities appear to be overvalued, and then overweight equities when the stock market has a significant correction. These funds can help retirees meet their goals. These funds tend to be managed with the assumption that a diversified portfolio more weighted towards equities will produce the best risk-adjusted returns over the long term. An advantage of a Tactical Allocation fund is that a fund’s managers may be able to outperform a broad index if they are correct in their investment decisions. There is no guarantee a particular fund will outperform, however. Last Updated: 12/13/2024 View more View less

Tactical Allocation funds are mutual funds or ETFs that own a diversified portfolio of assets. These funds typically own a mix of equities, fixed-income, and cash, and can also own, depending on their... Tactical Allocation funds are mutual funds or ETFs that own a diversified portfolio of assets. These funds typically own a mix of equities, fixed-income, and cash, and can also own, depending on their mandate, commodities (such as gold), as well as derivatives. These funds tend to be actively managed, with professional managers using both quantitative and qualitative approaches to best determine the ideal basket of assets at any one time. A Tactical Allocation fund may rebalance to owning government bonds when equities appear to be overvalued, and then overweight equities when the stock market has a significant correction. These funds can help retirees meet their goals. These funds tend to be managed with the assumption that a diversified portfolio more weighted towards equities will produce the best risk-adjusted returns over the long term. An advantage of a Tactical Allocation fund is that a fund’s managers may be able to outperform a broad index if they are correct in their investment decisions. There is no guarantee a particular fund will outperform, however. Last Updated: 12/13/2024 View more View less

Overview

Returns

Income

Allocations

Fees

About

Security Type
Management Style
Share Class Type
Share Class Account
As of 12/12/24
Conquer Risk Defensive Bull Fund

CRDBX | Fund | Other

$13.46

+1.28%

$1.18 B

0.81%

$0.11

25.73%

11.52%

-

-

1.46%

$11.14

-0.54%

$487.68 M

1.20%

$0.13

18.43%

3.15%

8.37%

-

0.69%

$12.06

-0.82%

$436.29 M

11.78%

$1.44

17.37%

1.41%

3.29%

4.08%

4.60%

Clough Global Opportunities Fund

XGLOX | Fund | Other

$6.17

-0.64%

$317.89 M

0.00%

-

9.52%

-18.57%

-10.29%

-3.62%

2.78%

$25.44

-0.54%

$264.41 M

1.19%

$0.30

12.15%

-0.95%

-

-

0.91%

$12.69

-0.47%

$246.64 M

0.00%

-

4.59%

-8.29%

-5.47%

-

1.91%

$9.32

-0.21%

$226.60 M

0.00%

-

-0.64%

-13.34%

-11.64%

-

2.10%

Franklin Universal Trust

XFUTX | Fund | Other

$8.24

-0.12%

$213.37 M

0.00%

-

11.64%

-2.24%

-0.78%

3.09%

2.50%

Saba Closed-End Funds ETF

CEFS | Active ETF

$22.37

-0.93%

$181.79 M

7.51%

$1.68

29.64%

13.32%

12.28%

-

5.81%

$14.64

-0.48%

$180.90 M

2.94%

$0.43

8.70%

2.70%

4.05%

3.96%

0.84%

Cabana Target Beta ETF

TDSB | Active ETF

$22.53

-0.49%

$122.05 M

2.83%

$0.64

6.83%

-2.10%

-

-

0.95%

$27.05

-0.84%

$118.05 M

0.36%

$0.10

26.95%

2.57%

6.71%

-

1.07%

$10.13

+0.60%

$114.85 M

0.96%

$0.10

11.20%

3.09%

-

-

1.80%

Cambria Trinity ETF

TRTY | Active ETF

$26.14

-0.30%

$113.59 M

6.25%

$1.63

9.53%

3.48%

5.02%

-

0.45%

$6.38

-0.31%

$99.00 M

0.00%

-

2.56%

-16.54%

-11.93%

-5.15%

2.38%

Leuthold Core ETF

LCR | Active ETF

$35.20

-2.23%

$79.14 M

1.43%

$0.51

12.98%

5.52%

-

-

0.94%

SMI Dynamic Allocation Fund

SMIDX | Fund | Other

$13.31

-0.67%

$75.26 M

0.16%

$0.02

17.49%

-1.44%

3.58%

2.35%

1.56%

Quantified Evolution Plus Fund

QEVOX | Fund | Investor

$7.13

-2.06%

$61.67 M

20.12%

$1.43

24.75%

-1.66%

0.96%

-

1.74%

WesMark Tactical Opportunity Fund

WMKTX | Fund | Other

$11.92

-0.67%

$49.69 M

0.90%

$0.11

11.17%

1.67%

4.85%

-

1.44%

Sector Rotation Fund

NAVFX | Fund | Individual

$17.87

-0.45%

$37.37 M

0.00%

-

27.87%

9.12%

10.97%

9.56%

2.18%

Hussman Strategic Allocation Fund

HSAFX | Fund | Other

$9.44

-0.42%

$27.63 M

2.02%

$0.19

2.93%

2.50%

5.00%

-

2.18%

$31.69

+0.50%

$23.42 M

1.53%

$0.49

21.09%

-0.04%

7.44%

-

0.60%

$9.40

-0.84%

$21.38 M

0.00%

-

6.94%

-4.20%

-

-

1.74%

Cargile Fund

CFNDX | Fund | Other

$9.16

+0.22%

$19.56 M

2.55%

$0.23

0.69%

-2.48%

-1.37%

-

1.89%

$2.06

-0.48%

$12.93 M

5.77%

$0.12

5.38%

-1.15%

2.05%

-2.09%

3.00%

Spectrum Active Advantage Fund

SAPEX | Fund | Investor

$18.56

-0.59%

$7.51 M

0.88%

$0.16

12.12%

-9.89%

2.95%

-

1.83%

$15.27

+3.46%

$2.31 M

0.61%

$0.09

43.72%

4.12%

17.27%

-

3.28%

$12.00

+0.74%

$2.19 M

0.44%

$0.05

20.62%

5.67%

7.96%

5.64%

5.56%

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