Salient Tactical Plus Fund Quote
| SBTIX Fund | USD 11.67 0.04 0.34% |
Performance2 of 100
| Odds Of DistressLess than 22
|
Salient Tactical is trading at 11.67 as of the 27th of November 2024; that is 0.34 percent increase since the beginning of the trading day. The fund's open price was 11.63. Salient Tactical has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Salient Tactical Plus are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of October 2023 and ending today, the 27th of November 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing primarily in a diversified portfolio of instruments that provide exposure to U.S. and non-U.S. equity securities. These instruments generally include futures and options on securities, securities indices and shares of exchange-traded funds .. More on Salient Tactical Plus
Moving together with Salient Mutual Fund
Salient Mutual Fund Highlights
| Fund Concentration | Salient Funds, Large Blend Funds, Options Trading Funds, Options Trading, Salient Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2022 |
| Fiscal Year End | December |
Salient Tactical Plus [SBTIX] is traded in USA and was established 27th of November 2024. Salient Tactical is listed under Salient Funds category by Fama And French industry classification. The fund is listed under Options Trading category and is part of Salient Funds family. This fund at this time has accumulated 74.23 M in assets with no minimum investment requirementsSalient Tactical Plus is currently producing year-to-date (YTD) return of 3.66% with the current yeild of 0.04%, while the total return for the last 3 years was 1.2%.
Check Salient Tactical 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 Salient 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 Salient 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 Salient Tactical Plus 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 Salient Tactical Plus Mutual Fund Constituents
| XLE | Energy Select Sector | Etf | Equity Energy | |
| GDX | VanEck Gold Miners | Etf | Equity Precious Metals | |
| SPY | SPDR SP 500 | Etf | Large Blend | |
| TLT | iShares 20 Year | Etf | Long Government | |
| XOP | SPDR SP Oil | Etf | Equity Energy |
Salient Tactical Plus Risk Profiles
| Mean Deviation | 0.3455 | |||
| Semi Deviation | 0.5334 | |||
| Standard Deviation | 0.5105 | |||
| Variance | 0.2606 |
Salient Tactical Against Markets
Other Information on Investing in Salient Mutual Fund
Salient Tactical financial ratios help investors to determine whether Salient 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 Salient with respect to the benefits of owning Salient Tactical security.
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