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    Good Harbor Tactical Equity Income A (GHTAX)

    8.93 Down 0.02(0.22%) Mar 27
    Prev Close:8.95
    YTD Return*:2.27%
    Net Assets*:199.30M
    Yield*:2.10%

    * As of 28-Feb-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for GHTAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    WMB7.249.10
    VTR6.774.45
    STWD6.355.68
    Penn West Petroleum5.91-1.82
    LXP5.122.65

    Fund Basics

    Morningstar Overall Rating:N/A
    Total Assets:199.3M
    Category:World Stock
    Annual Report Expense Ratio (net):1.40%

    Performance & Risk

    YTD Return:2.27%
    5y Avg Return:N/A
    Rank in Category (ytd):88
    % Rank in Category (ytd):6.91%
    Beta (3y):N/A
    Morningstar Risk Rating:

    Fund Summary

    The investment seeks total return from capital appreciation with an emphasis on income. The fund seeks to achieve its objective by tactically allocating the portfolio during favorable periods to equity investments whose revenues and earnings are derived from "tangible assets" such as real estate, infrastructure and basic materials that provide a steady dividend payout. It will invest at least 80% of the fund's net assets (plus any borrowings for investment purposes) in equity securities. The fund is non-diversified. View More
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