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Fairlead Tactical Sector TACK

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.

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.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings TACK

  • 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

The Financial Select Sector SPDR® ETF

12.72 26.5 Mil

The Materials Select Sector SPDR® ETF

12.67 26.4 Mil

The Industrial Select Sector SPDR® ETF

12.58 26.3 Mil

The Utilities Select Sector SPDR® ETF

12.57 26.2 Mil

The Consumer Staples Sel SectSPDR® ETF

12.52 26.1 Mil

The Health Care Select Sector SPDR® ETF

12.43 25.9 Mil

The Comm Svcs Sel Sect SPDR® ETF

12.20 25.5 Mil

The Technology Select Sector SPDR® ETF

11.89 24.8 Mil

Cash & Cash Equivalents

0.44 910,414
Cash and Equivalents