The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.
Fairlead Tactical Sector TACK
Morningstar’s Analysis TACK
Will TACK outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 99.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Technology Select Sector SPDR® ETF | 12.71 | 26.2 Mil | — |
Communication Services Sel Sect SPDR®ETF | 12.67 | 26.1 Mil | — |
Financial Select Sector SPDR® ETF | 12.52 | 25.8 Mil | — |
Materials Select Sector SPDR® ETF | 12.36 | 25.5 Mil | — |
Health Care Select Sector SPDR® ETF | 12.35 | 25.5 Mil | — |
Industrial Select Sector SPDR® ETF | 12.27 | 25.3 Mil | — |
Consumer Discret Sel Sect SPDR® ETF | 12.23 | 25.2 Mil | — |
SPDR® Portfolio Long Term Treasury ETF | 4.16 | 8.6 Mil | — |
SPDR® Gold MiniShares | 4.14 | 8.5 Mil | — |
SPDR® Portfolio Short Term Treasury ETF | 4.09 | 8.4 Mil | — |