Astor Sector Allocation C (CSPGX)
Investment Information
- Min Initial Investment
- 5,000
- Min Initial Investment, IRA
- 50
- Min Initial Investment, AIP
- 50
- Min Subsequent Investment
- 5,000
- Min Subsequent Investment, IRA
- 1
- Min Subsequent Investment, AIP
- 1
Broker Availability
- Northwestern Mutual Inv Srvc, LLC
- Cetera Advisors LLC
- Cetera Advisor Networks LLC
- Mid Atlantic Capital Corp
- Morgan Stanley - Brokerage Accounts
- Pershing FundCenter
- Schwab Institutional
- Scottrade Load
- Shareholders Services Group
- JPMorgan
- Vanguard
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 10.24.2024
- Fidelity Retail FundsNetwork
- Fidelity Retail FundsNetwork-NTF
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- Ameriprise Brokerage
- Cetera Advisors LLC- PAM, PRIME, Premier
- Cetera Advisor Networks LLC- PAM, PRIME, Premier
- RBC Wealth Management-Advisory Eligible
- Schwab Institutional Only
- Ameriprise SPS Advantage
- Vanguard NTF
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- WFA MF Advisory Updated 5.1.25
- RBC Wealth Management-Network Eligible
- DailyAccess Corporation RTC
- Ameritas NTFN
- Scottrade TF
- Ameriprise Financial
- Thrivent – Advisory Eligible
- Morgan Stanley Consulting Group Advisor
- Morgan Stanley Select UMA
- TD Ameritrade Retail
- TD Ameritrade Institutional
- Mid Atlantic Capital Group
- HD Vest - Vest Advisor
- Securities America Advisors
- JP MORGAN NO-LOAD NTF
- JP MORGAN LOAD-WAIVED NTF
- JP MORGAN NTF
- JP MORGAN LOAD
- JP MORGAN NO-LOAD TRANSACTION FEE
- Northwestern Mutual Investment Services, Llc
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- MSWM Brokerage
- WFA Fdntl Choice/PIM Updated 5.1.25
- RBC Wealth Management-Wrap Eligible
- H Beck Inc.
- Securities America Inc.
- Vanguard Load
- Vanguard Load-Waived
- Zhejiang Akcome New Energy Technology Co Ltd
- Vanguard TF
- Morgan Stanley Portfolio Management
- DailyAccess Corporation Matrix
- Cetera Financial Specialists LLC- Premier
- NM WMC
- LPL SWM - 10.24.2024
- Schwab All (Retail, Instl, Retirement)
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Pershing Retirement Plan Network
- Ameriprise SPS Advisor
- HD Vest
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - November 2024
- Pruco Securities LLC -PruUMA’s Mutual Funds
- Avantax
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
Fund Summary
The fund invests predominantly in exchange-traded funds ("ETFs") that each invest primarily in (1) equity securities, (2) fixed-income securities, or (3) cash equivalents. It defines equity securities to include ETFs that invest primarily in equity securities, such as common and preferred stocks. The managers define fixed-income securities to include ETFs that invest primarily in fixed-income securities, such as bonds, notes and debentures. It invests at least 80% of its assets (defined as net assets plus any borrowing for investment purposes) measured at the time of purchase in ETFs.
Fund Overview
Category | Tactical Allocation |
Fund Family | Astor |
Net Assets | 16.08M |
YTD Return | -4.67% |
Yield | 0.65% |
Morningstar Rating | |
Inception Date | Jan 06, 2014 |
Performance & Risk
YTD Return | -2.02% |
5y Average Return | 8.59% |
Rank in Category (ytd) | 73 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 0.64 |
Morningstar Risk Rating |