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Anchor Risk Mgd Credit Strategies Adv (ATCAX)

15.73
+0.04
+(0.25%)
At close: 8:00:06 PM EDT
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  • Previous Close 15.69
  • YTD Return -1.46%
  • Expense Ratio 2.59%
  • Category Nontraditional Bond
  • Last Cap Gain -23.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 24.57M
  • Beta (5Y Monthly) 0.12
  • Yield 13.31%
  • 5y Average Return --
  • Holdings Turnover 365.00%
  • Last Dividend 0.43
  • Inception Date Sep 11, 2020

The fund seeks to achieve its investment objective, utilizing a fund of funds structure, by allocating assets among worldwide market segments based on the adviser's research and analysis regarding market trends. It invests its assets (plus the amount of borrowings,if any) in long and short positions in unaffiliated exchange-traded funds,open-end and closed-end mutual funds and derivative instruments. The fund primarily takes long and short positions in underlying funds and derivatives instruments in domestic and worldwide markets.

Anchor

Fund Family

Nontraditional Bond

Fund Category

24.57M

Net Assets

2020-09-11

Inception Date

More about Anchor Risk Mgd Credit Strategies Adv

Performance Overview: ATCAX

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Trailing returns as of 4/15/2025. Category is Nontraditional Bond.

YTD Return

ATCAX
1.46%
Category
1.90%
 

1-Year Return

ATCAX
2.30%
Category
7.92%
 

3-Year Return

ATCAX
0.96%
Category
3.65%
 

5-Year Return

ATCAX
0.82%
Category
3.77%
 

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Holdings: ATCAX

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Sector Weightings

SectorATCAX
Technology   40.32%
Communication Services   11.98%
Consumer Cyclical   11.94%
Healthcare   8.33%
Consumer Defensive   6.98%
Financial Services   6.18%
Industrials   5.92%
Utilities   2.65%
Real Estate   2.19%
Energy   1.94%
Basic Materials   1.58%
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Recent News: ATCAX

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Research Reports: ATCAX

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