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Morningstar

Fairlead Tactical Sector TACK

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

Morningstar’s Analysis TACK

Will TACK outperform in 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.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Fairlead Tactical Sector to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
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 99.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Industrial Select Sector SPDR® ETF

12.75 26.8 Mil
—

Financial Select Sector SPDR® ETF

12.72 26.7 Mil
—

Communication Services Sel Sect SPDR®ETF

12.60 26.5 Mil
—

Health Care Select Sector SPDR® ETF

12.50 26.2 Mil
—

Materials Select Sector SPDR® ETF

12.38 26.0 Mil
—

Consumer Discret Sel Sect SPDR® ETF

12.24 25.7 Mil
—

Real Estate Select Sector SPDR®

12.20 25.6 Mil
—

Technology Select Sector SPDR® ETF

12.12 25.4 Mil
—

Cash & Cash Equivalents

0.48 1.0 Mil
Cash and Equivalents