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Alpha Risk Tactical Rotation Fund Class C (ARSDX)

Net Asset Value
1 Day
Overall Morningstar Rating
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks to achieve total return through a combination of capital appreciation and current income. The fund invests at least 80% of its net assets- plus borrowings for investment purposes- in dividend paying equity securities or portfolio funds that invest in dividend paying equity securities. It invests in no-load- institutional- mutual- exchange-traded- and/or closed end funds that are registered under the Investment Company Act of 1940 or by making direct investments in portfolio securities based upon institutional research- recommendations- and trading signals from investment model managers or other third-party research providers.


1 month+3.07% 3 years-1.96%
3 months+2.84% 5 years-1.48%
1 year-5.43% Since inception-1.44%
Data through --

Peer Comparisonvs. Multialternative

Performance 5-yr return-1.48%+2.60%
Expense ratio4.02%1.81%
Risk 5 year sharpe ratio-0.360.61
Net assets$2.0M$442.5M
Average market cap$68.4B$23.7B
Average P/E23.818.9
Portfolio turnover152%152%

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Fund Management and Purchase Info

Fund familyNottingham
Fund manager & tenureTimothy Dolan / 1 Years
Minimal initial investment$1,000.00
Minimum IRA investment--


U.S. stock86.86%
International stock0.60%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
XLK Technology Select Sector SPDR® Fund11.44%
XLF Financial Select Sector SPDR® Fund11.26%
XLI Industrial Select Sector SPDR® Fund11.15%
XLB Materials Select Sector SPDR® Fund10.81%
XLY Consumer Discretionary Select Sector SPDR® Fund5.79%
XLE Energy Select Sector SPDR® Fund5.69%
FDN First Trust Dow Jones Internet Index Fund5.65%
XLU Utilities Select Sector SPDR® Fund5.60%
XLRE The Real Estate Select Sector SPDR Fund5.60%
XLP Consumer Staples Select Sector SPDR® Fund5.55%