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Stringer Tactical Adaptive Risk Instl (SRGIX)

11.93
+0.02
+(0.17%)
At close: 8:02:14 PM EDT
Loading Chart for SRGIX
  • Previous Close 11.91
  • YTD Return -0.40%
  • Expense Ratio 1.33%
  • Category Tactical Allocation
  • Last Cap Gain 1.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 21.83M
  • Beta (5Y Monthly) 1.05
  • Yield 1.64%
  • 5y Average Return --
  • Holdings Turnover 80.00%
  • Last Dividend 0.20
  • Inception Date Mar 27, 2013

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.

Stringer Funds

Fund Family

Tactical Allocation

Fund Category

21.83M

Net Assets

2013-03-27

Inception Date

Performance Overview: SRGIX

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Trailing returns as of 4/15/2025. Category is Tactical Allocation.

YTD Return

SRGIX
0.40%
Category
9.69%
 

1-Year Return

SRGIX
0.87%
Category
27.45%
 

3-Year Return

SRGIX
1.18%
Category
8.85%
 

5-Year Return

SRGIX
10.04%
Category
8.56%
 

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Holdings: SRGIX

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Sector Weightings

SectorSRGIX
Technology   30.98%
Healthcare   9.46%
Industrials   8.22%
Energy   3.18%
Utilities   1.91%
Real Estate   1.37%

Recent News: SRGIX

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Research Reports: SRGIX

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