Morningstar

Fairlead Tactical Sector Fund TACK

Morningstar Medalist Rating
Medalist Rating as of | See Fairlead Funds Investment Hub

Morningstar’s Analysis TACK

Will TACK outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TACK’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TACK management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of TACK’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Fairlead Tactical Sector holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings TACK

More TACK Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

State Street®EngySelSectSPDR®ETF

13.29 38M
—

State Street Real Estate Sel SectSPDRETF

12.59 36M
—

State Street®UtilSelSectSPDR®ETF

12.55 36M
—

State Street®CnsmrStpSelSectSPDR®ETF

12.41 35M
—

State Street®MatSelSectSPDR®ETF

12.34 35M
—

State Street® IndstrlSelSectSPDR®ETF

12.31 35M
—

State Street®HlthCrSelSectSPDR®ETF

12.20 35M
—

State Street®TechSelSectSPDR®ETF

11.89 34M
—

Cash & Cash Equivalents

0.41 1M
Cash and Equivalents

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