Power Global Tactical Fund Quote
| GTAIX Fund | USD 11.13 0.02 0.18% |
PerformanceOK
| Odds Of DistressLow
|
Power Global is trading at 11.13 as of the 17th of February 2025; that is 0.18 percent increase since the beginning of the trading day. The fund's open price was 11.11. Power Global has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 28th of February 2023 and ending today, the 17th of February 2025. Click here to learn more.
The funds adviser seeks to achieve the funds investment objective by investing in exchange-traded funds and exchange-traded notes , listed on U.S. exchanges, and mutual funds that represent three major asset classes equities, fixed income, and alternative investments. More on Power Global Tactical
Moving together with Power Mutual Fund
Power Mutual Fund Highlights
| Fund Concentration | Donoghue Forlines LLC Funds, Large Funds, Tactical Allocation Funds, Tactical Allocation, Donoghue Forlines LLC, Large Blend, Tactical Allocation (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of October 2022 |
| Fiscal Year End | June |
Power Global Tactical [GTAIX] is traded in USA and was established 17th of February 2025. Power Global is listed under Donoghue Forlines LLC category by Fama And French industry classification. The fund is listed under Tactical Allocation category and is part of Donoghue Forlines LLC family. This fund currently has accumulated 27.84 M in assets under management (AUM) with no minimum investment requirementsPower Global Tactical is currently producing year-to-date (YTD) return of 4.31% with the current yeild of 0.03%, while the total return for the last 3 years was 5.91%.
Check Power Global 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 Power 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 Power 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 Power Global Tactical 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 Power Global Tactical Mutual Fund Constituents
| IYH | iShares Healthcare ETF | Etf | Health | |
| IEF | iShares 7 10 Year | Etf | Long Government | |
| TLT | iShares 20 Year | Etf | Long Government | |
| IEFA | iShares Core MSCI | Etf | Foreign Large Blend | |
| EUFN | iShares MSCI Europe | Etf | Financial | |
| XLI | Industrial Select Sector | Etf | Industrials | |
| XLE | Energy Select Sector | Etf | Equity Energy | |
| LQD | iShares iBoxx Investment | Etf | Corporate Bond |
Power Global Tactical Risk Profiles
| Mean Deviation | 0.3119 | |||
| Semi Deviation | 0.3436 | |||
| Standard Deviation | 0.4144 | |||
| Variance | 0.1717 |
Power Global Against Markets
Other Information on Investing in Power Mutual Fund
Power Global financial ratios help investors to determine whether Power 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 Power with respect to the benefits of owning Power Global security.
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