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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.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Weakness in Fairlead Tactical Sector's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the lowest 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 May 30, 2023
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 96.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SPDR® Portfolio Short Term Treasury ETF

31.37
73,529,395
—

SPDR® Portfolio Long Term Treasury ETF

31.16
73,038,660
—

SPDR® Gold Shares

22.58
52,921,395
—

Energy Select Sector SPDR® ETF

11.69
27,408,553
—

Us Dollars

3.21
7,520,287
Cash and Equivalents