Morningstar

Tactical Multi-Purpose Fund TMPFX

Morningstar Medalist Rating
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Medalist Rating as of See Fisher Investments Investment Hub
  • NAV / 1-Day Return $10.16  /  0.00
  • Fund Size $28,528.0
  • Adjusted Expense Ratio 1.100%
  • Net Expense Ratio 1.000%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category Ultrashort Bond
  • Fixed-Income Style Box (Funds) —
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 3.71%
  • Average Effective Duration —
NAV and 1-Day Return as of

Morningstar’s Analysis TMPFX

Will TMPFX outperform in the 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 TMPFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TMPFX 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 TMPFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Tactical Multi-Purpose 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.

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Portfolio Holdings TMPFX

More TMPFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings —
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mufg Institutional Trust

100.00 33,523
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