About SVARX
Spectrum Low Volatility Fund is an actively managed **open‑end mutual fund** that seeks total return with lower downside volatility and risk than major equity indices by investing primarily in **global fixed income markets**. The fund pursues its objective through a flexible, tactical allocation across sectors such as mortgage‑backed securities, preferred securities, municipals, floating‑rate instruments, and other bond segments, primarily via mutual funds, ETFs, and derivatives. Its sub‑adviser applies technical, trend‑following, momentum, and relative strength models to adjust sector exposures, increase leverage in favorable conditions, and emphasize capital preservation by raising cash and reducing leverage in unfavorable markets. The strategy can incorporate hedging techniques, including inverse ETFs and swaps, to manage interest rate and credit risk and to attempt to limit losses during equity market drawdowns. Classified in the nontraditional bond category, Spectrum Low Volatility Fund plays a role as a diversified, risk‑managed fixed income holding designed to complement traditional stock and bond allocations in multi‑asset portfolios.
Fund Family Advisors Preferred
Category Nontraditional Bond
Performance Rating High
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol SVARX
Share Class Investor Class Shares
Index Morningstar LSTA US Leveraged Loan 100 TR USD
SVARX had a total return of 8.37% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.61%.
