Sector Rotation Mutual Fund Money Managers
NAVFX Fund | USD 15.08 0.19 1.28% |
Break down of Sector Rotation's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Sector Rotation's future under-performance.
Mark Grimaldi Executive Fund Manager |
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Sector Rotation Net Asset Comparison
The Sector Rotation is number one fund in net asset among similar funds. Total Asset Under Management (AUM) of Large Growth category is currently estimated at about 403.55 Billion. Sector Rotation adds roughly 30.61 Million in net asset claiming only tiny portion of funds under Large Growth category.
Sector Rotation Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Sector Rotation Price Series Summation is a cross summation of Sector Rotation price series and its benchmark/peer.
Sector Rotation Stakeholder
Mark Grimaldi | Fund Manager | Profile |
About Sector Rotation Management Performance
The success or failure of an entity such as Sector Rotation often depends on how effective the management is. Sector Rotation management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Sector management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Sector management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
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. The fund may invest in ETFs that hold foreign securities and American Depositary Receipts but will not invest in emerging market securities to a significant extent.
Please note that past performance is not an indicator of the future performance of Sector Rotation, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in The Sector Rotation. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in census. Note that the Sector Rotation information on this page should be used as a complementary analysis to other Sector Rotation's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Global Markets Map module to get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes.