Anchor Risk Mgd Equity Strategies Instl (ATESX)
| Fund Assets | 180.15M |
| Expense Ratio | 2.40% |
| Min. Investment | $1,000 |
| Turnover | n/a |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 16.04 |
| YTD Return | 4.29% |
| 1-Year Return | 7.58% |
| 5-Year Return | 20.79% |
| 52-Week Low | 14.91 |
| 52-Week High | 17.30 |
| Beta (5Y) | 0.33 |
| Holdings | 4 |
| Inception Date | Sep 6, 2016 |
About ATESX
The Anchor Risk Managed Equity Strategies Fund Institutional Class is a mutual fund designed to provide investors with total return from both income and capital appreciation, while actively seeking to limit downside risk during unfavorable market conditions. Its distinguishing feature is a dynamic approach that blends quantitative, top-down research with flexible long and short exposures—primarily through investments in ETFs, mutual funds, and index-based securities—to navigate shifting U.S. equity market trends. The fund is structured as a 'fund of funds,' enabling it to adapt asset allocation rapidly based on evolving market momentum and risk factors. Its primary goal is to serve as a complementary tool for diversified equity portfolios, offering daily liquidity and the potential to hedge against equity market declines. The Anchor Risk Managed Equity Strategies Fund Institutional Class predominantly impacts large-cap and giant-cap U.S. equities, providing market participants with exposure to broad-based indices while also seeking to mitigate volatility through timely hedging strategies. This makes it a noteworthy option for those seeking to balance growth and risk management objectives within their investment portfolios.
Performance
ATESX had a total return of 7.58% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.64%.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
| Symbol | Share Class | Expense Ratio |
|---|---|---|
| ATEAX | Advisor Class | 2.14% |