Salient Tactical Growth Fund Quote

FTAGX Fund  USD 25.17  0.09  0.36%   

Performance

4 of 100

 
Weak
 
Strong
Insignificant

Odds Of Distress

Less than 20

 
High
 
Low
Low
Salient Tactical is trading at 25.17 as of the 9th of October 2024; that is 0.36% up since the beginning of the trading day. The fund's open price was 25.08. Salient Tactical has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Salient Tactical Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of September 2024 and ending today, the 9th of October 2024. Click here to learn more.
The funds investment strategy is designed to evaluate the market to determine whether the market as a whole or a particular sector or industry is undervalued or overvalued. Broadmark Asset Management LLC seeks to identify potential long and short investments that the advisor believes offer the greatest risk-adjusted potential for returns.. More on Salient Tactical Growth

Moving together with Salient Mutual Fund

  0.97FTGMX Salient Tactical GrowthPairCorr

Salient Mutual Fund Highlights

Fund ConcentrationSalient Funds, Large Value Funds, Long-Short Equity Funds, Long-Short Equity, Salient Funds (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of May 2022
Fiscal Year EndDecember
Salient Tactical Growth [FTAGX] is traded in USA and was established 9th of October 2024. Salient Tactical is listed under Salient Funds category by Fama And French industry classification. The fund is listed under Long-Short Equity category and is part of Salient Funds family. This fund currently has accumulated 289.26 M in assets under management (AUM) with no minimum investment requirementsSalient Tactical Growth is currently producing year-to-date (YTD) return of 5.61% with the current yeild of 0.02%, while the total return for the last 3 years was 0.29%.
Check Salient Tactical Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Salient Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Salient Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Salient Tactical Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Salient Tactical Growth Mutual Fund Constituents

SPYSPDR SP 500EtfLarge Blend
XLYConsumer Discretionary SelectEtfConsumer Cyclical
XLVHealth Care SelectEtfHealth
XLPConsumer Staples SelectEtfConsumer Defensive
XLKTechnology Select SectorEtfTechnology
XLIIndustrial Select SectorEtfIndustrials
XLFFinancial Select SectorEtfFinancial
XLEEnergy Select SectorEtfEquity Energy
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Salient Tactical Growth Risk Profiles

Salient Tactical Against Markets

Other Information on Investing in Salient Mutual Fund

Salient Tactical financial ratios help investors to determine whether Salient Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Salient with respect to the benefits of owning Salient Tactical security.
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