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    WBI Tactical BA Institutional (WBBAX)

    9.86 Down 0.02(0.20%) Apr 28
    Prev Close:9.88
    YTD Return*:-0.40%
    Net Assets*:42.71M
    Yield*:0.34%

    * As of 31-Mar-16

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

    Headlines

    • No Headlines available for WBBAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    iShares 20+ Year Treasury Bond10.99N/A
    iShares iBoxx $ Invst Grade Crp Bond9.66N/A
    iShares 1-3 Year Credit Bond7.04N/A
    NSP4.58N/A
    AAPL4.18N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:42.71M
    Category:Tactical Allocation
    Annual Report Expense Ratio (net):1.51%

    Performance & Risk

    YTD Return:-0.40%
    5y Avg Return:1.14%
    Rank in Category (ytd):63
    % Rank in Category (ytd):19.63%
    Beta (3y):0.53
    Morningstar Risk Rating:2

    Fund Summary

    The investment seeks current income and long-term capital appreciation, while also seeking to protect principal during unfavorable market conditions. The fund will seek to invest in the equity securities of domestic and foreign dividend-paying companies of any size market capitalization which the Advisor believes have the capacity to increase dividends over time, and in domestic and foreign fixed income securities. It may invest in non-dividend paying equities and/or in option strategies to enhance the fund's returns or to mitigate risk and volatility. The fund may also use options on indices. View More
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