About TFAZX
TFA Tactical Income Fund Class I is an actively managed mutual fund classified within the non-traditional bond category. Its primary objective is to generate high current income relative to standard bond benchmarks, with capital preservation as a secondary goal. The fund implements a tactical allocation approach, dynamically adjusting its exposure across diverse segments of the fixed income markets, including investment-grade corporate bonds, high-yield bonds, Treasuries, and alternative strategies. Key holdings often include a mix of exchange-traded funds that provide exposure to U.S. Treasury bonds, corporate credit, senior loans, and hedged interest rate products, allowing the fund to rapidly alter risk profiles in response to changing market conditions.
Notable features of this fund include a relatively high operating expense ratio and a minimum investment threshold geared towards institutional and sophisticated individual investors. With a moderate effective duration and medium credit quality exposure, it seeks to balance yield opportunities against interest rate and credit volatility. The TFA Tactical Income Fund Class I serves investors looking for an actively risk-managed income solution distinct from conventional core bond funds, aiming to adapt to evolving market environments through tactical shifts and diversified bond sector allocations.
Fund Family Tactical Fund Advisors
Category Nontraditional Bond
Performance Rating Below Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol TFAZX
Share Class Class I
Index Index is not available on Lipper Database
TFAZX had a total return of 4.34% in the past year, including dividends. Since the fund's
inception, the average annual return has been 1.09%.
