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Nasdaq - Delayed Quote USD

Anchor Risk Mgd Credit Strategies Instl (ATCSX)

15.57
+0.04
+(0.26%)
At close: 8:00:06 PM EDT
Loading Chart for ATCSX
  • Previous Close 15.53
  • YTD Return -1.65%
  • Expense Ratio 2.84%
  • Category Nontraditional Bond
  • Last Cap Gain -23.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 24.57M
  • Beta (5Y Monthly) 0.11
  • Yield 12.98%
  • 5y Average Return --
  • Holdings Turnover 365.00%
  • Last Dividend 0.61
  • 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

Performance Overview: ATCSX

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Trailing returns as of 4/28/2025. Category is Nontraditional Bond.

YTD Return

ATCSX
1.65%
Category
1.90%
 

1-Year Return

ATCSX
2.63%
Category
7.92%
 

3-Year Return

ATCSX
1.24%
Category
3.65%
 

5-Year Return

ATCSX
0.59%
Category
3.77%
 

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Holdings: ATCSX

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Sector Weightings

SectorATCSX
Technology   40.32%
Healthcare   8.33%
Industrials   5.92%
Utilities   2.65%
Real Estate   2.19%
Energy   1.94%

Recent News: ATCSX

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Research Reports: ATCSX

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