NasdaqGM - Delayed Quote USD
Modern Capital Tactical Income (0P0001LMM0)
At close: April 5 at 4:00 PM EDT
Investment Information
- Min Initial Investment
- 1,000
- Min Initial Investment, IRA
- 10
- Min Initial Investment, AIP
- 1
- Min Subsequent Investment
- 100
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- 1
Broker Availability
Broker Availability Information Not Available
Fund Summary
The adviser seeks to achieve the investment objective of the fund by tactically investing long primarily in publicly traded closed-end funds, domestic or foreign common stocks, exchange-traded funds (“ETFs”), sponsored American Depositary Receipts (“ADRs”), and debt instruments. It seeks income from interest payments and dividends; and seeks capital gains through short-term trading strategies. The fund invests without restriction as to issuer capitalization, currency or country. It is non-diversified.
Fund Overview
| Category | Allocation--50% to 70% Equity |
| Fund Family | Modern Capital |
| Net Assets | 50.89M |
| YTD Return | 4.95% |
| Yield | 8.63% |
| Morningstar Rating | -- |
| Inception Date | Mar 15, 2021 |
Performance & Risk
| YTD Return | 3.48% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 61 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | -- |
| Morningstar Risk Rating | -- |
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