The Sector is trading at 18.37 as of the 2nd of February 2026; that is 0.27 percent up since the beginning of the trading day. The fund's open price was 18.32. The Sector has less than a 11 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 4th of November 2025 and ending today, the 2nd of February 2026. Click here to learn more.
Under normal circumstances, the fund invests in shares of exchange-traded funds . An ETF is an open-end investment company that holds a portfolio of investments designed to track a particular market segment or underlying index. In seeking to achieve the funds investment objectives, the Advisor may allocate fund assets among equity ETFs representing various domestic and foreign markets, regions and countries. More on The Sector Rotation
The Sector Rotation [NAVFX] is traded in USA and was established 2nd of February 2026. The Sector is listed under Grimaldi Portfolio Solutions, Inc category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Grimaldi Portfolio Solutions, Inc family. This fund now has accumulated 41.8 M in assets with minimum initial investment of 2.5 K. Sector Rotation is currently producing year-to-date (YTD) return of 1.95%, while the total return for the last 3 years was 18.72%.
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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 The 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 The 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 The Sector Rotation 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.
The fund generated five year return of 10.0%. Sector Rotation maintains about 9.14% of assets in cash. Large Blend To find out more about The Sector Rotation contact the company at 800-773-3863.
The Sector issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Sector Rotation uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most The bonds can be classified according to their maturity, which is the date when The Sector Rotation has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
The Sector intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of The Sector mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
The Sector's time-series forecasting models are one of many The Sector's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary The Sector's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.
The Sector financial ratios help investors to determine whether The 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 The with respect to the benefits of owning The Sector security.