RESQ Dynamic Allocation C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
RESQ Dynamic Allocation Fund Class C RQECX
- NAV / 1-Day Return 10.58 / −3.02 %
- Total Assets 38.0M
-
Adj. Expense Ratio
3.160%
- Expense Ratio 2.800%
- Distribution Fee Level High
- Share Class Type Level Load
- Category Tactical Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 0.00
- Turnover 90%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 12:11 AM GMT+0
Morningstar’s Analysis RQECX
Will RQECX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the RQECX 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 RQECX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 48.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
First American Government Obligs X | 43.52 | 15M | Cash and Equivalents |
iShares MSCI ACWI ETF | 10.63 | 4M | — |
State Street®TechSelSectSPDR®ETF | 8.48 | 3M | — |
Vanguard S&P 500 ETF | 6.75 | 2M | — |
Direxion Daily S&P 500® Bear 3X ETF | 4.57 | 2M | — |
State Street®FinSelSectSPDR®ETF | 3.65 | 1M | — |
State Street® CnsmrDiscSelSectSPDR®ETF | 3.02 | 1M | — |
State Street®HlthCrSelSectSPDR®ETF | 3.01 | 1M | — |
iShares US Utilities ETF | 2.98 | 1M | — |
State Street® IndstrlSelSectSPDR®ETF | 2.69 | 954,207 | — |
United States