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Trending ETFs

Tactical Allocation

Tactical Allocation Funds and ETFs are actively managed investment strategies that shift... Tactical Allocation Funds and ETFs are actively managed investment strategies that shift the percentage of assets held in various categories based on prevailing market conditions. Typically, these funds are intended to reduce risk with a rule-based strategy that shifts between stocks, fixed income and cash. To find out detailed information on Tactical Allocation in the U.S., click the tabs in the table below. The data that can be found in each tab includes historical performance, the different fees in each fund, the initial investment required, asset allocation, manager information, and much more. Each ticker and name links to more detailed data about each fund, including graphs, fund descriptions, details about the fund managers, and other valuable information. The table can be resorted by clicking the first row of any column. Each fund may be in more than one table on our site because they usually have more than one tag associated with them; for instance, a European equity mutual fund may be tagged as “developed markets”, “equity” and “Europe”. Last Updated 03/19/24 View more View less

Tactical Allocation Funds and ETFs are actively managed investment strategies that shift the percentage of assets held in various categories based on prevailing market conditions. Typically, these funds are intended to reduce risk... Tactical Allocation Funds and ETFs are actively managed investment strategies that shift the percentage of assets held in various categories based on prevailing market conditions. Typically, these funds are intended to reduce risk with a rule-based strategy that shifts between stocks, fixed income and cash. To find out detailed information on Tactical Allocation in the U.S., click the tabs in the table below. The data that can be found in each tab includes historical performance, the different fees in each fund, the initial investment required, asset allocation, manager information, and much more. Each ticker and name links to more detailed data about each fund, including graphs, fund descriptions, details about the fund managers, and other valuable information. The table can be resorted by clicking the first row of any column. Each fund may be in more than one table on our site because they usually have more than one tag associated with them; for instance, a European equity mutual fund may be tagged as “developed markets”, “equity” and “Europe”. Last Updated 03/19/24 View more View less

Overview

Returns

Income

Allocations

Fees

About

Security Type
Management Style
Share Class Type
Share Class Account
As of 3/15/24
Conquer Risk Defensive Bull Fund

CRDBX | Fund | Other

$12.82

-1.31%

$758.72 M

0.00%

-

12.10%

8.86%

-

-

1.45%

$10.06

-0.20%

$441.29 M

0.00%

-

23.07%

3.72%

8.30%

-

0.73%

$11.96

+0.29%

$365.69 M

12.05%

$1.44

18.17%

-0.39%

2.39%

2.98%

4.60%

Clough Global Opportunities Fund

XGLOX | Fund | Other

$5.95

-1.00%

$317.89 M

0.00%

-

7.21%

-23.99%

-10.78%

-4.20%

2.78%

$23.80

-0.25%

$310.65 M

4.91%

$1.17

10.33%

0.19%

-

-

0.94%

$12.47

-0.16%

$246.64 M

0.00%

-

2.97%

-9.74%

-6.06%

-

1.91%

Dividend and Income Fund

XDNIX | Fund | Other

$18.88

-0.74%

$234.78 M

0.00%

-

-

-

-

-

1.79%

$9.45

0.00%

$226.60 M

0.00%

-

-3.67%

-14.52%

-11.36%

-

2.10%

Franklin Universal Trust

XFUTX | Fund | Other

$7.52

0.00%

$213.37 M

0.00%

-

1.08%

-4.11%

-1.53%

2.15%

2.50%

$13.81

0.00%

$203.51 M

2.77%

$0.38

3.06%

0.42%

3.92%

3.16%

0.80%

Saba Closed-End Funds ETF

CEFS | Active ETF

$19.93

-0.25%

$121.92 M

8.43%

$1.68

28.18%

9.31%

10.10%

-

2.42%

$23.25

-0.62%

$120.74 M

3.48%

$0.81

0.57%

0.79%

4.21%

-

1.18%

$9.77

-1.21%

$120.19 M

0.00%

-

7.49%

-2.17%

-

-

1.87%

Cambria Trinity ETF

TRTY | Active ETF

$25.67

-0.07%

$116.16 M

5.40%

$1.39

10.12%

2.58%

4.72%

-

0.49%

$6.52

-0.61%

$99.00 M

0.00%

-

-2.54%

-17.43%

-11.65%

-5.10%

2.38%

Cabana Target Beta ETF

TDSB | Active ETF

$21.89

+0.09%

$98.73 M

5.18%

$1.13

7.24%

-1.02%

-

-

0.94%

SMI Dynamic Allocation Fund

SMIDX | Fund | Other

$11.77

-0.25%

$79.95 M

0.18%

$0.02

7.20%

-1.95%

2.37%

2.00%

1.56%

Leuthold Core ETF

LCR | Active ETF

$33.10

-0.27%

$66.66 M

1.55%

$0.51

16.14%

4.96%

-

-

0.94%

WesMark Tactical Opportunity Fund

WMKTX | Fund | Other

$11.24

-0.09%

$41.05 M

0.00%

$0.00

9.76%

1.68%

5.01%

-

1.44%

The Teberg Fund

TEBRX | Fund | Individual

$22.54

-0.57%

$33.22 M

0.00%

$0.00

40.17%

10.47%

14.51%

9.35%

3.15%

Sector Rotation Fund

NAVFX | Fund | Individual

$15.11

-0.66%

$29.45 M

0.00%

-

29.87%

6.05%

9.24%

8.25%

2.18%

Hussman Strategic Allocation Fund

HSAFX | Fund | Other

$9.50

0.00%

$27.61 M

0.44%

$0.04

2.15%

1.32%

-

-

2.19%

$28.86

-0.66%

$26.36 M

2.63%

$0.76

10.48%

-1.46%

5.11%

-

0.60%

$9.22

0.00%

$23.14 M

0.00%

-

11.08%

3.40%

-

-

1.74%

Cargile Fund

CFNDX | Fund | Other

$9.36

-0.32%

$20.14 M

2.49%

$0.23

9.83%

-0.52%

0.54%

-

1.82%

Quantified Evolution Plus Fund

QEVOX | Fund | Investor

$6.20

-0.96%

$14.23 M

23.07%

$1.43

5.23%

0.10%

-

-

1.73%

Spectrum Active Advantage Fund

SAPEX | Fund | Investor

$17.22

-0.35%

$6.98 M

0.00%

$0.00

12.12%

-9.44%

3.19%

-

1.83%

$10.64

-0.38%

$2.94 M

0.50%

$0.05

12.84%

2.99%

6.29%

-

5.39%

$12.20

-1.29%

$1.67 M

0.00%

-

29.31%

-2.04%

10.92%

-

2.50%

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