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    SCS Tactical Allocation (SCSGX)

    10.79 Down 0.10(0.92%) Dec 19
    Prev Close:10.89
    YTD Return*:-11.54%
    Net Assets*:5.65M
    Yield*:1.24%

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for SCSGX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    PURE10.45-46.96
    NHLD9.27-9.58
    Morgan Stanley FRN8.7726.41
    BRK.B5.3245.33
    AAPL5.31-20.99

    Fund Basics

    Morningstar Overall Rating:N/A
    Total Assets:5.65M
    Category:Tactical Allocation
    Annual Report Expense Ratio (net):3.72%

    Performance & Risk

    YTD Return:-11.54%
    5y Avg Return:N/A
    Rank in Category (ytd):97
    % Rank in Category (ytd):31.7%
    Beta (3y):N/A
    Morningstar Risk Rating:

    Fund Summary

    The investment seeks to achieve capital appreciation. The fund normally invests in a mix of equity securities and fixed income securities, which the adviser determines are undervalued, offer the potential for capital appreciation, or may offer appreciation with lower volatility than the overall market. It may invest in equity securities (including common stock, preferred stock, shares of other investment companies and equity- and commodity-based exchange-traded funds ("ETFs")), fixed income securities (including corporate bonds, government issued bonds, and fixed income-based ETFs), or may hold a portion of the portfolio in cash and cash equivalents. View More
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