About ACMAX
Absolute Capital Defender Fund Class A is a mutual fund specializing in a flexible, tactical allocation strategy aimed at long-term capital appreciation. The fund actively manages a balanced portfolio of U.S. and international assets, directly or indirectly investing in equities, fixed income securities, cash equivalents, and exchange-traded notes. Its approach combines periods of market participation with defensive strategies, allowing for shifts between aggressive equity exposure and more protective allocations depending on market conditions. With holdings that include U.S. Treasury securities, broad equity ETFs like the Invesco S&P 500 Revenue ETF, and sector-focused ETF positions, the fund is designed to navigate varying economic cycles while managing risk. Since its inception in 2015, Absolute Capital Defender Fund Class A has appealed to investors seeking an actively managed, all-weather solution within the tactical allocation and large blend categories of mutual funds. The fund also features a relatively high expense ratio compared to peers and is open to individual investors with a minimum initial investment requirement.
Fund Family Absolute Capital
Category Tactical Allocation
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol ACMAX
Share Class Class A Shares
Index Index is not available on Lipper Database
ACMAX had a total return of 7.97% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.84%.
