About GTAAX
The Donoghue Forlines Tactical Allocation Fund is an open-end mutual fund focused on providing long-term capital appreciation through a diversified, globally oriented approach. The fund primarily invests in exchange-traded funds (ETFs) and exchange-traded notes (ETNs) that represent equities, fixed income, and alternative investments, offering exposure to both U.S. and international markets, including emerging economies. It is structured to serve as a core holding within a portfolio, employing active management and tactical allocation to adapt to evolving market conditions and risks.
Key principles guiding the fund include global diversification, forward-looking fundamental analysis, tactical risk management, and the flexibility to raise cash or shift to short-term Treasuries during periods of market volatility. The fund's strategy emphasizes using assets with low or negative correlations to reduce overall portfolio volatility. Notably, cash is treated as a tactical asset class, and the fund can hold substantial cash allocations defensively if market conditions warrant. The fund's approach is unconstrained by benchmarks and does not use leverage or short positions, relying instead on macroeconomic and credit-driven research to inform allocation decisions. Through its multi-asset, adaptive framework, the Donoghue Forlines Tactical Allocation Fund plays a significant role for investors seeking dynamic risk management and diversified growth potential in various market environments.
Fund Family Donoghue Forlines LLC
Category Tactical Allocation
Performance Rating Above Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol GTAAX
Share Class Class A
Index HFRU Hedge Fund Composite USD
GTAAX had a total return of 16.82% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.20%.
