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Do Tactical-Allocation Funds Deliver?

Adam McCullough, CFA (adam.mccullough@morningstar.com)

A version of this article was published in the February 2019 issue of Morningstar ETFInvestor. Download a complimentary copy of Morningstar ETFInvestor by visiting the website. Tactical-allocation funds aim to deliver better absolute or risk-adjusted returns than static allocation funds by deftly switching exposure among asset classes.