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Investment Managers Series Trust - All Terrain Opportunity Fund (TERIX)

24.11 +0.01 (+0.04%)
As of June 26 at 8:01 PM EDT. Market Open.

Investment Information

Min Initial Investment
2,500
Min Initial Investment, IRA
25
Min Initial Investment, AIP
1
Min Subsequent Investment
100
Min Subsequent Investment, IRA
1
Min Subsequent Investment, AIP
0.5

Broker Availability

  • Mid Atlantic Capital Corp
  • Schwab Institutional
  • LPL SAM Eligible - 01.24.2023
  • Schwab Institutional Only
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • TD Ameritrade Institutional NTF
  • LPL SWM - 01.24.2023
  • Schwab All (Retail, Instl, Retirement)
  • Pershing Retirement Plan Network
  • LPL Brokerage Availability - 10.29.2021
  • Mid Atlantic Clearing and Settlement

Fund Summary

The fund will make investments that the advisor believes offer a high probability of return, or, alternatively, a high degree of safety during uncertain market conditions. These investments include domestic and foreign equity securities and fixed income securities of domestic and foreign issuers of any credit quality and duration, including U.S. Treasury securities, corporate bonds, mortgage-backed securities and other fixed income securities.

Fund Overview

Category Macro Trading
Fund Family AXS
Net Assets --
YTD Return 2.42%
Yield 0.00%
Morningstar Rating
Inception Date Nov 03, 2014

Performance & Risk

YTD Return 2.42%
5y Average Return 2.54%
Rank in Category (ytd) 25
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.26
Morningstar Risk Rating

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