How These ‘Tactical Allocation’ Funds Beat the Market
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 05 2024
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Source: MarketWatch
- Tactical Allocation Funds: These funds shift between stocks, bonds, cash, and alternative assets like commodities, leading to varying returns.
- Performance in 2022: While most large-cap stock funds dropped over 10% in 2022, the top-performing Tactical Allocation fund was up 6.9%, with the worst performer down 46.2%.
- Market Expectations: Blue-chip stock funds offer predictable outcomes in market fluctuations, unlike Tactical Allocation funds which can be more volatile.
- Diversification Impact: Tactical Allocation funds' aggressive shifts can result in a wide range of returns for investors.
- Morningstar's Insights: Morningstar categorizes these funds based on their strategies and performance, providing investors with valuable information for decision-making.
Analyst Views on CEFS
Wall Street analysts forecast CEFS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CEFS is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
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Current: 23.040
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Current: 23.040
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About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
