CMG Tactical Futures Strategy Fund Class I Shares (SCOIX)

7.59
Net Asset Value
-2.19%
1 Day
-5.83%
Year-to-Date
Overall Morningstar Rating
Long/short equity
Style or Category
No Load
Sales Expenses
2.20%
Expense Ratio
High
Morningstar Risk Rating™
Investment Objective The investment seeks to generate capital appreciation in rising and falling markets. The fund seeks to generate capital appreciation in rising and falling markets using two principal strategies: Tactical Long Short Investment Strategy and Fixed Income Investment Strategy. Using the tactical long short investment strategy, it actively trades Standard & Poor's 500 Index futures contracts. During periods when the model's trends are not aligned, absent of a trade signal, the strategy will signal investing in fixed income investments. The fund is non-diversified.

Performance

1 month-7.33% 3 years-5.80%
3 months-2.19% 5 years--
1 year-11.54% Since inception-7.74%
Data through --

Peer Comparisonvs. Long/short equity

 SCOIXCategory
Performance 5-yr return--+6.50%
Expense ratio2.20%1.90%
Risk 5 year sharpe ratio--0.70
Net assets$15.0M$394.4M
Average market cap--$39.1B
Average P/E--17.7
Portfolio turnover11%11%

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Fund Management and Purchase Info

Fund familyCMG
Fund manager & tenureStephen Blumenthal / 3 Years
Minimal initial investment$100,000.00
Minimum IRA investment$100,000.00

Holdings

Cash100.00%
U.S. stock0.00%
International stock0.00%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
Holdings not available.

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