Discover Sector-Focused Opportunities
The Sector Rotation (NAVFX) Fund is a no-load mutual fund backed by a straightforward investment approach that combines market and political insight to move between economic sectors — designed to help guide and grow your wealth.
5-Star Performance Potential*
We balance the economic advantage that certain sectors can have by rotating them towards areas that have the potential to outperform. The Fund is rated 5-Stars in Morningstar’s Tactical Allocation category.*
Blending macroeconomic forecast and proprietary math to uncover growth sectors. We combine political trends and forecasts with economic and investment insight to actively determine sector allocations.
Designed for the everyday investor. The fund is no-load, with no sales charge and low minimums.
Powerful Track Record
The Fund has been managed by the same investment team at GPS since 2009, delivering results relative to other tactical asset allocation funds.
Learn About Sector Rotation
Using market and political insight, the Fund is designed to invest only in the most attractive sectors
No-Load. Tax Managed.
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Get details on recent performance, peer rankings, ratings, holdings and portfolio positioning of NAVFX
Where Washington Meets Wall St.
The Sector Rotation Fund is managed by Grimaldi Portfolio Solutions (GPS) and rotates between sectors based on market, economic and political factors.
|Manager Tenure||Since 2009|
|Morningstar Rating*||5 Stars|
Morningstar Ratings are among 238 tactical allocation funds based on risk-adjusted returns as of 06/30/2020.
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Find out about how GPS can help you navigate today’s market environment.