CMG Tactical Futures Strategy Fund Class A Shares (SCOTX)

8.47
Net Asset Value
-0.12%
1 Day
-2.31%
Year-to-Date
Overall Morningstar Rating
Long/short equity
Style or Category
5.75
Sales Expenses
2.67%
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.

Performance

1 month+1.80% 3 years--
3 months+0.12% 5 years--
1 year-7.02% Since inception-7.53%
Data through --

Peer Comparisonvs. Long/short equity

 SCOTXCategory
Performance 5-yr return--+9.35%
Expense ratio2.67%1.90%
Risk 5 year sharpe ratio--0.90
Net assets$31.0M$509.4M
Average market cap--$38.0B
Average P/E--17.8
Portfolio turnover11%11%

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Fund Management and Purchase Info

Fund familyCMG
Fund manager & tenureStephen Blumenthal / 2 Years
Minimal initial investment$25,000.00
Minimum IRA investment$5,000.00

Holdings

Cash93.39%
Fixed income6.61%
U.S. stock0.00%
International stock0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- Intl Busn Machs 0.75%6.61%

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