Tactical Asset Allocation is an active management portfolio strategy that shifts the percentage of assets held in various categories to take advantage of market pricing anomalies or strong market sectors.

For instance, if your Strategic Asset Allocation "Balanced" authorized 40% in Stocks with a minimum of 30% and a maximum of 50%, according to the Tactical Asset Allocation, the percentage of Stocks could be 30% if the number of Stars is 0 or 1. This percentage could be 50% if the number of stars is 3 or 4.

The Stars or Asset Class Ratings for each Asset Class reflect the interest in this category and are issued from the universe of Funds. The Stars are based on different criteria as Information Ratio, Sharpe, Technical Trend or Performance.