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Tactical asset allocation is an active portfolio management strategy that aims to offer absolute or risk-adjusted returns by switching among different asset classes.Such a strategy...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1175 | 1063 | 1248 | 1367 | 1659 | 2343 |
Fund Return | 17.51% | 6.29% | 24.77% | 10.99% | 10.65% | 8.89% |
Place in category | 60 | 39 | 43 | 3 | 15 | 5 |
% in Category | 32 | 22 | 21 | 2 | 12 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sector Rotation Fund | 39.48M | 24.81 | 9.21 | 9.21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMCO All Asset Instl | 11.08B | 6.98 | 2.13 | 4.62 | ||
Brighthouse Balanced Plus Portfolio | 7.39B | 8.23 | -2.06 | 4.58 | ||
Columbia Adaptive Risk Allocation Z | 2.24B | 11.37 | 1.82 | 5.30 | ||
Horizon Active Risk Assist N | 1.32B | 17.53 | 4.80 | 5.14 | ||
SEI Multi-Asset Accumulation F (SIM | 1.14B | 6.87 | -2.78 | 2.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Tetragon | GG00B1RMC548 | 8.86 | 14.25 | 0.00% | |
Pershing Square | GG00BPFJTF46 | 6.59 | 48.45 | +2.76% | |
Destra Multi-Alternative | - | 4.85 | - | - | |
Tortoise Energy Infrastruct Closed | US89147L8862 | 4.20 | 42.73 | -1.21% | |
Taiwan Closed Fund | US8740361063 | 4.06 | 46.83 | +0.13% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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