Nasdaq - Delayed Quote • USD
Anchor Risk Mgd Global Strategies Adv (ATAGX)
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10.48 - YTD Return 3.57%
- Expense Ratio 2.21%
- Category Long-Short Equity
- Last Cap Gain -6.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating
- Net Assets 24.53M
- Beta (5Y Monthly) 0.22
- Yield 1.85%
- 5y Average Return --
- Holdings Turnover 50.00%
- Last Dividend 0.05
- Inception Date Jul 15, 2020
The fund seeks to achieve its investment objective by allocating assets among various strategies based on the adviser's research and analysis regarding market trends. It invests at least 40% of its assets (plus the amount of borrowings, if any) in long and short positions in exchange-traded funds, mutual funds and derivative instruments registered and offered in the U.S. with underlying holdings in non-U.S. companies.
Anchor
Fund Family
Long-Short Equity
Fund Category
24.53M
Net Assets
2020-07-15
Inception Date
Performance Overview: ATAGX
Trailing returns as of 4/25/2024. Category is Long-Short Equity.
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Holdings: ATAGX
Top 2 Holdings (63.95% of Total Assets)
Sector Weightings
SectorATAGX
Financial Services 18.75%
Industrials 16.32%
Healthcare 13.07%
Consumer Cyclical 10.97%
Consumer Defensive 9.55%
Technology 9.27%
Basic Materials 7.49%
Energy 4.65%
Communication Services 4.17%
Utilities 3.27%
Real Estate 2.50%
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