GuidePath® Tactical Allocation Instl earns a Morningstar Medalist Rating of Neutral on the basis of subpar People and Parent Pillar ratings. The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.
- NAV / 1-Day Return 10.69 / 0.61 %
- Total Assets 493.8 Mil
-
Adj. Expense Ratio
—
- Expense Ratio 0.510%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Tactical Allocation
- Investment Style Large Value
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 0.00
- Turnover 406%
Morningstar’s Analysis GITUX
Will GITUX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 30
- Bond Holdings 0
- Other Holdings 4
- % Assets in Top 10 Holdings 53.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
iShares Core S&P 500 ETF
14.93
75,346,699
—
ProShares Ultra S&P500
12.27
61,925,118
—