AthenaInvest Global Tactical ETFs Receives 5-Star Morningstar Rating

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Behavioral Tactical Asset Allocation Delivers Tactical Tilt

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“The Athena Global Tactical ETFs portfolio received Morningstar’s 5-star rating for 1, 3 and 5-year performance as of 12-31-17, in a growing tactical allocation category,” comments Howard.

AthenaInvest, ( the leader in Behavioral Portfolio Management, today announced that the Athena Global Tactical ETFs portfolio received a 5-star overall rating by Morningstar. The Morningstar rating is based on risk-adjusted returns as of December 31, 2017 among 270 funds in the tactical allocation category from Morningstar, Inc., a leading provider of independent investment research.

The portfolio employs a market rotation strategy driven by AthenaInvest’s patented research measuring macro-level crowd behaviors and invests in US small-cap, US large-cap or international developed equities. The strategy is used by advisors to systematically deliver a tactical tilt, making their overall portfolio allocation more responsive to market conditions.

“Market exposure and stock picking strategies can both generate excess returns but typically do well in different environments,” comments C. Thomas Howard, PhD, CEO and Director of Research at AthenaInvest. “In response to this, a growing number of Financial Advisors are combining stock picking skill with tactical management to create dynamic portfolios that benefit from both approaches.”

AthenaInvest believes that unique opportunities in broad markets are driven by macro-level crowd behavior. By analyzing those behaviors, they identify deep behavioral currents that are driving market returns. These behavioral currents create signals that are used to determine the best markets and levels of exposure.

“The Athena Global Tactical ETFs portfolio received Morningstar’s 5-star rating for 1, 3 and 5-year performance as of 12-31-17, in a growing tactical allocation category,” comments Howard. “Those ratings show the consistency and effectiveness of our behavioral tactical approach in a variety of market conditions.”

The Athena Global Tactical ETFs portfolio is one of several behavioral strategies managed by AthenaInvest. For more information, please visit or call (877) 430-5675.

About AthenaInvest Advisors LLC
AthenaInvest is the industry leader in Behavioral Portfolio Management with a patented research process built on a deep academic foundation developed over 35 years of interaction with leading academics and institutional managers by C. Thomas Howard, PhD, CEO and Director of Research. AthenaInvest analyzes persistent and predictive behavioral factors to build innovative investment strategies including value equity, high-dividend equity and global tactical equity. AthenaInvest is a sub-advisor to Princeton Fund Advisors and ICON Advisers. Headquartered in Greenwood Village, Colorado, AthenaInvest is a SEC Registered Investment Advisor.

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Pamela Saunders
(415) 254-7169

© 2018 by AthenaInvest, Inc. All Rights Reserved
Protected by US Patents 7734526, 8352347, 8694406 and Singapore Patents 150371 and 184692 and Taiwan (R.O.C.) Patent 200829170.


Morningstar Ratings™ are based on risk-adjusted performance as of 12/31/2017. The Morningstar Rating™ for a strategy is derived from a weighted-average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating™ metrics. For each strategy with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a strategy’s monthly performance (including the effects of applicable fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of strategies in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star.

© 2018 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

It should not be assumed that recommendations of AthenaInvest made herein or in the future will be profitable or will equal the past performance records of any AthenaInvest investment strategy or product. There can be no assurance that future recommendations will achieve comparable results.

You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives financial circumstances. You should consult with a qualified financial adviser, legal or tax professional regarding your specific situation. Investments involve risk and unless otherwise stated, are not guaranteed. Past performance is not indicative of future performance.

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Lambert Bunker
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Pamela Saunders