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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.

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.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a 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
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

The CommunicationServicesSelSectSPDR®ETF

12.91 26.9 Mil
—

The Technology Select Sector SPDR® ETF

12.88 26.9 Mil
—

The Health Care Select Sector SPDR® ETF

12.48 26.1 Mil
—

The Financial Select Sector SPDR® ETF

12.44 26.0 Mil
—

The Materials Select Sector SPDR® ETF

12.24 25.6 Mil
—

The Utilities Select Sector SPDR® ETF

12.16 25.4 Mil
—

The Industrial Select Sector SPDR® ETF

12.14 25.3 Mil
—

The Consumer Staples Sel SectSPDR® ETF

11.21 23.4 Mil
—

Cash & Cash Equivalents

0.43 892,561
Cash and Equivalents

The Consumer Discret Sel SectSPDR® ETF

0.30 627,041
—