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Nasdaq - Delayed Quote USD

Anchor Risk Mgd Global Strategies Insl (ATGSX)

10.37
0.00
(0.00%)
At close: 8:00:06 PM EDT
Loading Chart for ATGSX
  • Previous Close 10.37
  • YTD Return 1.21%
  • Expense Ratio 2.45%
  • Category Options Trading
  • Last Cap Gain -9.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 18.97M
  • Beta (5Y Monthly) 0.15
  • Yield 0.67%
  • 5y Average Return --
  • Holdings Turnover 0.00%
  • Last Dividend 0.02
  • Inception Date Jul 15, 2020

The fund seeks to achieve its investment objective, utilizing a “fund of funds” structure, by allocating assets among various strategies based on the adviser’s research and analysis regarding market trends. A market trend is the movement of a financial market in a particular direction over time.

Anchor

Fund Family

Options Trading

Fund Category

18.97M

Net Assets

2020-07-15

Inception Date

Performance Overview: ATGSX

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Trailing returns as of 4/29/2025. Category is Options Trading.

YTD Return

ATGSX
1.21%
Category
6.64%
 

1-Year Return

ATGSX
2.72%
Category
16.67%
 

3-Year Return

ATGSX
1.42%
Category
6.96%
 

5-Year Return

ATGSX
2.45%
Category
6.01%
 

Holdings: ATGSX

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Sector Weightings

SectorATGSX
Industrials   17.41%
Healthcare   13.16%
Technology   9.63%
Energy   3.59%
Utilities   3.14%
Real Estate   2.20%

Recent News: ATGSX

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Research Reports: ATGSX

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