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CMG Tactical Futures Strategy Fund Class I Shares (SCOIX)

Net Asset Value
1 Day
Overall Morningstar Rating
Long/short equity
Style or Category
No Load
Sales Expenses
Expense Ratio
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.


1 month-12.22% 3 years-11.47%
3 months-18.69% 5 years--
1 year-29.47% Since inception-11.78%
Data through --

Peer Comparisonvs. Long/short equity

Performance 5-yr return--+5.78%
Expense ratio2.23%1.88%
Risk 5 year sharpe ratio--0.69
Net assets$8.2M$345.1M
Average market cap--$41.2B
Average P/E--16.4
Portfolio turnover0%0%

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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


U.S. stock0.00%
International stock0.00%
Fixed income0.00%
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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