About FORTX
Abraham Fortress Fund, Series I is a diversified mutual fund offered by Abraham Trading Company, designed to protect capital while pursuing long-term capital appreciation through a balanced portfolio across multiple asset classes. It allocates 40-60% to equities, including stocks of U.S. issuers of any market capitalization and derivative instruments like futures, options, or swaps on equity securities or indices. Fixed income comprises 10-30% in securities such as U.S. government bonds, other sovereign bonds, and investment-grade bonds generally with over five years to maturity. Additionally, 10-30% is dedicated to diversifying strategies managed by trading advisors, utilizing securities or derivatives including futures, swaps, and options, often through a subsidiary. The fund also maintains a 0-15% long exposure to gold via commodity-linked derivatives or exchange-traded funds. Series I shares are accessible via established investment platforms. This multi-asset approach aims to mitigate risks inherent in traditional equity and bond markets by incorporating alternative strategies, serving investors seeking capital preservation alongside growth potential in dynamic financial environments.
Fund Family Abraham Trading Co
Category Allocation--50% to 70% Equity
Performance Rating Below Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol FORTX
Share Class Class I
Index MSCI AC World NR USD
FORTX had a total return of 19.61% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.90%.
