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Nasdaq - Delayed Quote USD

DSS AmericaFirstMonthlyRisk-OnRisk-Off I (ABRWX)

16.52
-0.03
(-0.18%)
As of 8:05:04 AM EDT. Market Open.
Loading Chart for ABRWX
  • Previous Close 16.55
  • YTD Return -5.31%
  • Expense Ratio 2.99%
  • Category Tactical Allocation
  • Last Cap Gain -258.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 4.33M
  • Beta (5Y Monthly) 1.03
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 290.73%
  • Last Dividend 0.05
  • Inception Date Feb 26, 2010

The fund seeks to achieve its investment objective primarily through long positions in global equity markets and U.S. interest rate markets. It will invest in equity securities regardless of market capitalization and regardless of industry sector. With regard to fixed income securities, the fund invests primarily in U.S. Treasury bonds with a mid-term maturity.

AmericaFirst Funds

Fund Family

Tactical Allocation

Fund Category

4.33M

Net Assets

2010-02-26

Inception Date

Performance Overview: ABRWX

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Trailing returns as of 4/29/2025. Category is Tactical Allocation.

YTD Return

ABRWX
5.31%
Category
9.69%
 

1-Year Return

ABRWX
1.70%
Category
27.45%
 

3-Year Return

ABRWX
5.23%
Category
8.85%
 

5-Year Return

ABRWX
5.87%
Category
8.56%
 

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Holdings: ABRWX

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Sector Weightings

SectorABRWX
Technology   30.67%
Healthcare   27.03%
Industrials   8.74%
Energy   5.16%
Real Estate   0.00%
Utilities   0.00%

Recent News: ABRWX

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Research Reports: ABRWX

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