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SCS Tactical Allocation Fund (SCSGX)

Net Asset Value
1 Day
Overall Morningstar Rating
Tactical allocation
Style or Category
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks to achieve capital appreciation. The fund normally invests in a mix of equity securities and fixed income securities, which the advisor determines are undervalued, offer the potential for capital appreciation, or may offer appreciation with lower volatility than the overall market. It may invest in equity securities (including common stock, preferred stock, shares of other investment companies and equity- and commodity-based exchange-traded funds ("ETFs")), fixed income securities (including corporate bonds, government issued bonds, and fixed income-based ETFs), or may hold a portion of the portfolio in cash and cash equivalents.


1 month-1.17% 3 years-9.78%
3 months+2.20% 5 years0.00%
1 year-9.61% Since inception+1.01%
Data through --

Peer Comparisonvs. Tactical allocation

Performance 5-yr return0.00%+4.23%
Expense ratio5.19%1.64%
Risk 5 year sharpe ratio0.090.57
Net assets$2.9M$596.7M
Average market cap$1.7B$39.3B
Average P/E--19.3
Portfolio turnover88%88%

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Fund Management and Purchase Info

Fund familyNottingham
Fund manager & tenureCort Meinelschmidt / 5 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00


U.S. stock51.83%
Fixed income10.55%
International stock0.71%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
PURE PURE Biosciences Inc18.10%
LDP Cohen & Steers Limited Duration Preferred and Income Fund, Inc15.61%
CII BlackRock Enhanced Capital and Income Fund Inc12.07%
STZ Constellation Brands Inc11.89%
ADXS Advaxis Inc10.69%
EXD Eaton Vance Tax-Advantaged Bond and Options Strategies Fund0.57%