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Anchor Risk Mgd Global Strategies Insl (ATGSX)

10.37
0.00
(0.00%)
As of 8:05:06 AM EDT. Market Open.

Fund Summary

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 Risk Mgd Global Strategies Insl

Omaha, NE 68154
17605 Wright Street
(402) 895-1600

Fund Overview

Category Options Trading
Fund Family Anchor
Net Assets 18.97M
YTD Return 1.21%
Yield 0.67%
Morningstar Rating
Inception Date Jul 15, 2020

Fund Operations

Last Dividend 0.02
Last Cap Gain -9.00
Holdings Turnover 0.00%
Average for Category --

Fees & Expenses

Expense ATGSX Category Average
Annual Report Expense Ratio (net) 2.45% 1.20%
Prospectus Net Expense Ratio 2.45% --
Prospectus Gross Expense Ratio 3.07% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.52%
Max Deferred Sales Load -- 1.00%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Garrett Waters is Chief Executive Officer to Anchor Capital. Before joining Anchor Capital in 2009 Garrett began his investment career in New York City with J.P. Morgan Investment Management within its Institutional Investment Management division, then as a principal with Barclays Global Investors. Mr. Waters was involved in institutional and private fund management with Hollencrest Capital Management in 2001 and Pacific Financial Advisers. Garrett is a graduate of Villanova University with a degree in business. Garrett is the former Commissioner for Beaches, Parks and Recreation for the city of San Clemente and is an active surfer and tennis player. Garrett lives in San Clemente, CA along with his wife and two children.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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