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Nasdaq - Delayed Quote USD

Stringer Tactical Adaptive Risk C (SRGCX)

11.68
+0.05
+(0.43%)
At close: April 17 at 8:02:14 PM EDT

Investment Information

Min Initial Investment
5,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
50
Min Subsequent Investment
5,000
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
1

Broker Availability

  • Mid Atlantic Capital Corp
  • Morgan Stanley - Brokerage Accounts
  • TD Ameritrade Trust Company
  • RBC Wealth Management-Advisory Eligible
  • Schwab Institutional Only
  • Raymond James
  • Raymond James WRAP Eligible
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation RTC
  • Morgan Stanley Consulting Group Advisor
  • Mid Atlantic Capital Group
  • MSWM Brokerage
  • RBC Wealth Management-Wrap Eligible
  • Morgan Stanley Portfolio Management
  • Pershing Retirement Plan Network

Fund Summary

The fund is designed to meet investor needs for a diversified portfolio solution with a defined risk objective of long-term growth through a fully managed investment policy utilizing primarily ETFs as well as United States and foreign equity securities, debt and money market securities, the combination of which will be varied from time to time both with respect to types of securities and markets in response to changing market and economic trends.

Fund Overview

Category Tactical Allocation
Fund Family Stringer Funds
Net Assets 21.83M
YTD Return -0.74%
Yield 0.53%
Morningstar Rating
Inception Date Mar 27, 2013

Performance & Risk

YTD Return -4.50%
5y Average Return 6.38%
Rank in Category (ytd) 48
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.06
Morningstar Risk Rating

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