CMG Tactical Futures Strategy Fund Class A Shares (SCOTX)

7.24
Net Asset Value
-4.36%
1 Day
-9.39%
Year-to-Date
Overall Morningstar Rating
Long/short equity
Style or Category
5.75
Sales Expenses
2.50%
Expense Ratio
Above Average
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-4.74% 3 years-4.07%
3 months-6.34% 5 years--
1 year-12.98% Since inception-8.09%
Data through --

Peer Comparisonvs. Long/short equity

 SCOTXCategory
Performance 5-yr return--+6.50%
Expense ratio2.50%1.89%
Risk 5 year sharpe ratio--0.80
Net assets$13.2M$388.5M
Average market cap--$43.8B
Average P/E--19.1
Portfolio turnover11%11%

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Fund Management and Purchase Info

Fund familyCMG
Fund manager & tenureStephen Blumenthal / 3 Years
Minimal initial investment$25,000.00
Minimum IRA investment$5,000.00

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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