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+0.54% 3 years-1.09%
3 months+2.10% 5 years-1.15%
1 year-2.01% Since inception-1.08%
Data through --

Peer Comparisonvs. Multialternative

Performance 5-yr return-1.15%+2.65%
Expense ratio4.02%1.80%
Risk 5 year sharpe ratio-0.300.44
Net assets$2.4M$453.8M
Average market cap$81.4B$26.5B
Average P/E25.818.7
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. stock88.75%
International stock0.61%
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® Fund12.65%
XLF Financial Select Sector SPDR® Fund12.55%
XLB Materials Select Sector SPDR® Fund11.79%
XLE Energy Select Sector SPDR® Fund11.38%
XLY Consumer Discretionary Select Sector SPDR® Fund6.66%
FDN First Trust Dow Jones Internet Index Fund6.52%
XLI Industrial Select Sector SPDR® Fund6.16%
XLP Consumer Staples Select Sector SPDR® Fund5.90%
XLV Health Care Select Sector SPDR® Fund5.83%
XLRE The Real Estate Select Sector SPDR Fund5.58%