Astor Sector Allocation Fund
ASPGX
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- Astor Sector Allocation Fund (ASPGX) is an open-end mutual fund that seeks capital appreciation with reduced volatility compared to the broader equity market through a tactical allocation strategy focused on macroeconomic trends. The fund invests predominantly in exchange-traded funds (ETFs) targeting equity securities, fixed-income securities, and cash equivalents; it employs a proprietary sector rotation model to overweight sectors exhibiting positive fundamental or price momentum during economic expansions while progressively reducing equity exposure in favor of cash and fixed income during weakening trends. Its portfolio typically features significant allocations to U.S. stocks (around 64%), U.S. bonds (around 23%), and cash (around 10%), with top sector exposures in technology, financial services, and communication services; representative holdings include the Technology Select Sector SPDR Fund, Financial Select Sector SPDR Fund, iShares Short Treasury Bond ETF, and Vanguard Communication Services Index Fund ETF Shares. Distributed by Northern Lights Distributors, LLC, the fund targets investors seeking dynamic core equity replacement strategies and operates primarily in the United States. Launched on November 30, 2011, the fund is managed by Astor Investment Management LLC, a Chicago-based registered investment adviser founded around 2013 and headquartered at 111 S. Wacker Drive, Suite 3950. Astor Investment Management provides advisory services across separately managed accounts (SMAs), unified managed accounts (UMAs), and mutual funds, including additional strategies like Active Income and Dynamic Allocation, leveraging macroeconomic data analysis for asset allocation. In a significant recent development, Beacon Capital Management announced the strategic acquisition of Astor Investment Management on June 17, 2025, bringing approximately $1 billion in assets under management and integrating Astor's macroeconomic, rules-based methodologies with Beacon's data-driven platforms; the transaction is expected to close in August 2025. This move enhances Beacon's offerings in risk-managed portfolios for financial advisors, with continuity for Astor funds like ASPGX under the same management team, including Chief Investment Officer Jan Eckstein joining Beacon's Investment Committee. No other major partnerships, funding rounds, product launches, or operational shifts for the fund itself have been reported in the past 1-2 years.