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TACKFairlead Tactical Sector Fund

Grow my moneyDiversifier#92 of 228 for Diversifier

Seeks capital appreciation with limited drawdowns during market declines.

Fairlead Funds · Since 2022 (4 years)

Annual Cost

0.70%

#3347 out of 5,332 ETFs

Fund Size

$270M

#1882 out of 5,332 ETFs

Dividend Yield

1.25%

Track Record

4 years

#2728 out of 5,332 ETFs

Performance

1 Year

-88.5%

3 Years

-49.1%

5 Years

N/A

What's inside

Asset class
Strategy
active selection

Asset allocation

Stocks
99.3%
Cash
0.7%

Sector breakdown

Energy
14.1%
Consumer Cyclical
13.9%
Technology
13.2%
Utilities
12.7%
Communication
12.2%
Healthcare
12.1%
Industrials
11.1%
Basic Materials
10.8%

Top holdings

State Street®EngySelSectSPDR®ETFXLE14.0%
State Street®UtilSelSectSPDR®ETFXLU12.6%
State Street®TechSelSectSPDR®ETFXLK12.4%
State Street®MatSelSectSPDR®ETFXLB12.4%
State Street® CnsmrDiscSelSectSPDR®ETFXLY12.3%
State Street®HlthCrSelSectSPDR®ETFXLV12.0%
State Street® CommServSelSectSPDR®ETFXLC12.0%
State Street® IndstrlSelSectSPDR®ETFXLI11.8%

Risk profile

Volatility (1Y)

90.6%

High

Max drawdown

-90.4%

Worst peak-to-trough loss

Sharpe (3Y)

-0.44

Below average

Sortino (3Y)

-0.45

Moderate downside risk

Bond profile

Credit ratings

AAA
0.0%
AA
100.0%

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Data updated on 2026-05-05