Guidepath Tactical Allocation Fund Quote

GPTUX Fund  USD 15.14  0.06  0.39%   

Performance

14 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 18

 
High
 
Low
Low
Guidepath Tactical is trading at 15.14 as of the 28th of November 2024; that is 0.39 percent down since the beginning of the trading day. The fund's open price was 15.2. Guidepath Tactical has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Guidepath Tactical Allocation are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2024 and ending today, the 28th of November 2024. Click here to learn more.
In seeking to maximize total return, under normal circumstances, the funds assets are allocated into a diversified portfolio consisting of domestic and international equity securities and Global Depositary Receipts , domestic and international fixed income securities, exchange-traded funds , mutual funds and cash equivalent money market securities.. More on Guidepath Tactical Allocation

Moving together with Guidepath Mutual Fund

  0.94GMLGX Guidemark Large CapPairCorr
  0.9GMSMX Guidemark Smallmid CapPairCorr
  0.98GPSTX Guidepath Growth AllPairCorr

Moving against Guidepath Mutual Fund

  0.95USPSX Profunds UltrashortPairCorr
  0.66GMCOX Guidemark E FixedPairCorr
  0.44PAUPX Pimco All AssetPairCorr
  0.41PAUIX Pimco All AssetPairCorr
  0.38GMWEX Guidemark World ExPairCorr

Guidepath Mutual Fund Highlights

Fund ConcentrationGuideMark Funds, Large Blend Funds, Tactical Allocation Funds, Tactical Allocation, GuideMark, Large Blend, Tactical Allocation (View all Sectors)
Update Date30th of September 2024
Guidepath Tactical Allocation [GPTUX] is traded in USA and was established 28th of November 2024. Guidepath Tactical is listed under GuideMark category by Fama And French industry classification. The fund is listed under Tactical Allocation category and is part of GuideMark family. This fund currently has accumulated 351.46 M in assets under management (AUM) with no minimum investment requirementsGuidepath Tactical is currently producing year-to-date (YTD) return of 26.78% with the current yeild of 0.01%, while the total return for the last 3 years was 11.34%.
Check Guidepath 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 Guidepath 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 Guidepath 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 Guidepath Tactical Allocation 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 Guidepath Tactical Allocation Mutual Fund Constituents

FHNFirst Horizon NationalStockFinancials
GBILGoldman Sachs AccessEtfUltrashort Bond
IVViShares Core SPEtfLarge Blend
EAElectronic ArtsStockCommunication Services
FDSFactSet Research SystemsStockFinancials
IEFiShares 7 10 YearEtfLong Government
SCHRSchwab Intermediate Term TreasuryEtfIntermediate Government
HUMHumana IncEtfHealth Care
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Guidepath Tactical Risk Profiles

Guidepath Tactical Against Markets

Other Information on Investing in Guidepath Mutual Fund

Guidepath Tactical financial ratios help investors to determine whether Guidepath 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 Guidepath with respect to the benefits of owning Guidepath Tactical security.
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