The portfolio maintains a sizable 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
|
---|---|---|---|
Financial Select Sector SPDR® ETF | 12.60 | 26.1 Mil | — |
Industrial Select Sector SPDR® ETF | 12.49 | 25.9 Mil | — |
Communication Services Sel Sect SPDR®ETF | 12.49 | 25.9 Mil | — |
Consumer Discret Sel Sect SPDR® ETF | 12.42 | 25.8 Mil | — |
Technology Select Sector SPDR® ETF | 12.40 | 25.7 Mil | — |
Materials Select Sector SPDR® ETF | 12.39 | 25.7 Mil | — |
Health Care Select Sector SPDR® ETF | 12.38 | 25.7 Mil | — |
SPDR® Portfolio Long Term Treasury ETF | 4.17 | 8.6 Mil | — |
SPDR® Portfolio Short Term Treasury ETF | 4.08 | 8.5 Mil | — |
SPDR® Gold MiniShares | 4.08 | 8.5 Mil | — |