About ABRUX
DSS AmericaFirst Monthly Risk-On Risk-Off Fund Class U is a tactical allocation mutual fund designed to achieve capital appreciation with a focus on delivering positive returns, regardless of broader market direction. The fund accomplishes this by dynamically shifting its investments among a wide range of asset classes, including both equities and fixed income securities, based on real-time market and economic assessments. It employs a 'risk-on, risk-off' strategy: during periods of perceived higher market opportunity, assets are allocated toward equities spanning various sectors and market capitalizations, while in risk-averse conditions, allocations pivot toward traditionally defensive holdings such as U.S. Treasury securities, gold, and other low-correlation asset classes. The portfolio's composition is actively managed and rebalanced at least monthly, resulting in material shifts in asset and sector exposures.
This approach allows the fund to participate in growth opportunities while seeking to limit downside risk during market stress. Major holdings often include a significant allocation to cash and cash equivalents, as well as influential positions in sectors like pharmaceuticals, defense, technology, and mining. The fund is suitable for investors seeking exposure to an actively managed, flexible investment vehicle that adapts to changing financial market conditions as part of a broader diversification or risk management strategy.
Fund Family AmericaFirst Funds
Category Tactical Allocation
Stock Exchange NASDAQ
Ticker Symbol ABRUX
Share Class Class U
Index Lipper US Index - Absolute Return Funds
ABRUX had a total return of 10.46% in the past year, including dividends. Since the fund's
inception, the average annual return has been 2.67%.
