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Modern Capital Tactical Income Fund;A Stock Price, News & Analysis

mctox

Company Description

Modern Capital Tactical Opportunities Fund (MCTOX) has rebranded to Modern Capital Tactical Income Fund, aiming to provide maximum distributions with the potential for capital appreciation. The fund, managed by Peter Montalbano & Michael Lowenberg, has consistently delivered double-digit returns for three consecutive years. The focus on income solutions for advisors, RIAs, and pension plans highlights Modern Capital's institutional asset management expertise.

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SEC Filings

No SEC filings available for Modern Capital Tactical Income Fund;A.

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Frequently Asked Questions

What is Modern Capital Tactical Income Fund (MCTOX)?

Modern Capital Tactical Income Fund (MCTOX) is focused on providing maximum distributions with the prospect of capital appreciation.

Who manages the fund?

The fund is managed by Peter Montalbano & Michael Lowenberg.

What is the investment focus of Modern Capital?

Modern Capital specializes in offering investment solutions for investment advisors, RIAs, and pension plans.

What are the recent changes in the fund's distributions?

The fund transitioned from Quarterly to Monthly distributions to enhance its income solution positioning.

What are the risks associated with investing in the fund?

Risks include potential losses of the principal amount, failure to meet objectives, high portfolio turnover, and volatility in equity securities.

Is past performance an indicator of future results?

Past performance does not guarantee future results, as stated in the fund's prospectus.

Who is the president and CIO of Modern Capital, Inc?

Kris Wild serves as the President and CIO of Modern Capital, Inc.

Where can I find more information about the fund?

For more details, visit moderncap.com or refer to the fund's prospectus.

What is the role of Vigilant Distributors, LLC in the fund?

Vigilant Distributors, LLC is the distributor of the fund, with no direct affiliation to Modern Capital Management Co.

How can I contact Michael Pierce regarding the fund?

You can reach Michael Pierce at mpierce@moderncap.com for further inquiries.

What are the key attributes of Modern Capital's investment strategy?

Modern Capital emphasizes a focus on income solutions, capital appreciation, and risk management in its investment approach.