About SRGCX
Stringer Growth Fund Class C is a diversified, open-end mutual fund designed to pursue long-term capital growth. The fund primarily invests in unaffiliated exchange-traded funds (ETFs) that give it exposure to a broad mix of asset classes, including large, mid, and small-cap U.S. stocks, international equities (emerging markets included), fixed income, and alternative sectors such as real estate and commodities. A distinguishing feature of the portfolio is its combination of strategic and tactical allocations: approximately 65% of assets are allocated based on multi-year forecasts to maintain diversified exposure, while about 35% are tactically positioned to capture short- to intermediate-term opportunities or manage risks in volatile market environments. The fund also utilizes a proprietary cash indicator methodology designed to help identify periods of elevated market risk, enabling the portfolio to shift defensively into cash when warranted. Managed by Stringer Asset Management, the fund aims to deliver a balanced solution for investors seeking growth through a dynamically managed, multi-asset approach within the broader tactical allocation category.
Fund Family Stringer Funds
Category Tactical Allocation
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol SRGCX
Share Class Class C Shares
Index MSCI AC World NR USD
SRGCX had a total return of 10.91% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.57%.
