About ACMDX
Absolute Capital Defender Fund Investor Class is an actively managed mutual fund designed to seek long-term capital appreciation by employing a dynamic, tactical allocation strategy. The fund invests directly or through other investment vehicles, including mutual funds, exchange traded funds (ETFs), and closed-end funds, offering exposure to both domestic and international markets. Its portfolio includes a mix of fixed income securities of various maturities and credit qualities—including high-yield bonds—as well as equities spanning all market capitalizations, cash equivalents, and exchange traded notes (ETNs). Classified under the tactical allocation category, the fund frequently shifts its allocations across asset classes, regions, and sectors to respond to evolving market conditions. Absolute Capital Defender Fund Investor Class holds approximately 28 positions, with notable emphasis on U.S. Treasury bills and diversified equity ETFs. Since its inception in 2015, it has maintained a high portfolio turnover rate, further reflecting its active strategy. This fund serves investors looking for a multi-asset solution focused on capital growth and flexibility in rapidly changing markets, though its expense ratio is higher than category averages.
Fund Family Absolute Capital
Category Tactical Allocation
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol ACMDX
Share Class Investor Class Shares
Index Index is not available on Lipper Database
ACMDX had a total return of 7.53% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.36%.
