Tactical Moderate Allocation Fund


Class I: TFAUX     |     Class A: TFAMX

Fund Objective

The Fund seeks to provide capital appreciation.

Fund Strategy

The Fund is actively managed through the blending and optimization of various tactical managers (sub-advisors or signal providers). The Fund seeks to invest in tactical investment managers that it believes have the potential for growth and downside protection.

Investment Advisor

Tactical Fund Advisors, LLC

Sub-Advisors

Anchor Capital Management Group, Inc.
Exceed Advisory, LLC
Synergy Financial Management, LLC
Tuttle Tactical Management, LLC
Heritage Capital Advisors, LLC

Fund Details


Minimum Initial Investment $500
Minimum Subsequent Investment $250
Management Fees 1.30%
Distribution and Service (12b-1) Fees None
Gross Annual Fund Operating Expenses (includes mgt fees) 1.94%
Net Annual Fund Operating Expenses 1.87%
Minimum Initial Investment $500
Minimum Subsequent Investment $250
Management Fees 1.30%
Distribution and Service (12b-1) Fees 0.25%
Gross Annual Fund Operating Expenses (includes mgt fees) 4.78%
Net Annual Fund Operating Expenses 2.12%