TACKFairlead Tactical Sector Fund

Grow my money Diversifier4y track recordRanked #84 of 266 in this goal

Seeks capital appreciation with limited drawdowns.

By Fairlead Funds · Launched 2022

Annual Cost

0.69%

#3,610 of 5,861 · average

Fund Size

$285M

#2,051 of 5,861 · mid-size

Return (1Y)Goal

+13.0%

Track Record

4 years

#2,582 of 5,861 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$11,384+13.8%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Region

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 100.0% of fund✓ diversified through underlying funds

SELECT SECTOR SPDR TRUST (THE)

12.9%

SELECT SECTOR SPDR TRUST (THE)

12.7%

SELECT SECTOR SPDR TRUST (THE)

12.6%

SELECT SECTOR SPDR TRUST (THE)

12.5%

SELECT SECTOR SPDR TRUST (THE)

12.3%

SELECT SECTOR SPDR TRUST (THE)

12.1%

SPDR SERIES TRUST

8.2%

SPDR SERIES TRUST

8.1%

WORLD GOLD TRUST

8.1%

N/A

0.5%

Asset allocation

Stocks

99.0%

Cash

1.0%

By sector

Healthcare

13.3%

Real Estate

12.8%

Utilities

12.6%

Technology

12.4%

Consumer Defensive

12.4%

Industrials

12.3%

Energy

11.2%

Basic Materials

10.6%

Other

2.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

9.7%Low

Year-on-year price swings

Max drawdown

-14.5%Mild

Worst peak-to-trough loss

Sharpe (3Y)

0.67Decent risk-adjusted returns

Sortino (3Y)

0.97Moderate downside risk

Bond profile

Credit ratings

AAA

0.0%

AA

100.0%

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks capital appreciation with limited drawdowns.
Strategy: Actively manages a diversified portfolio primarily in domestic equity sector ETFs, gold, and U.S. Treasuries using a systematic technical analysis approach. The strategy aims to limit drawdowns by rotating into defensive sectors during market declines while targeting capital appreciation.
Inception date: March 22, 2022
Fund family: Fairlead Funds

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Data updated on 2026-08-04