Sector Rotation is trading at 17.91 as of the 14th of September 2025; that is 0.22 percent down since the beginning of the trading day. The fund's open price was 17.95. Sector Rotation has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 16th of June 2025 and ending today, the 14th of September 2025. Click here to learn more.
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. More on The Sector Rotation
The Sector Rotation [NAVFX] is traded in USA and was established 14th of September 2025. Sector Rotation is listed under Nottingham category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Nottingham family. This fund now has accumulated 30.61 M in assets with minimum initial investment of 2.5 K. Sector Rotation is currently producing year-to-date (YTD) return of 7.47%, while the total return for the last 3 years was 16.39%.
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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 Sector 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 Sector 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 The Sector Rotation 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.
Other Information on Investing in Sector Mutual Fund
Sector Rotation financial ratios help investors to determine whether Sector 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 Sector with respect to the benefits of owning Sector Rotation security.