Anchor Risk Managed Fund Quote

ATAGX Fund  USD 10.53  0.03  0.29%   

Performance

5 of 100

 
Weak
 
Strong
Modest

Odds Of Distress

Less than 20

 
High
 
Low
Low
Anchor Risk is trading at 10.53 as of the 27th of November 2024; that is 0.29 percent up since the beginning of the trading day. The fund's open price was 10.5. Anchor Risk has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Anchor Risk Managed are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of October 2024 and ending today, the 27th of November 2024. Click here to learn more.
The fund seeks to achieve its investment objective by allocating assets among various strategies based on the advisers research and analysis regarding market trends. It invests at least 40 percent of its assets in long and short positions in exchange-traded funds, mutual funds and derivative instruments registered and offered in the U.S. More on Anchor Risk Managed

Moving together with Anchor Mutual Fund

  0.79ATCSX Anchor Tactical CreditPairCorr
  0.76ATEAX Anchor Risk ManagedPairCorr
  0.75ATESX Anchor Tactical EquityPairCorr
  1.0ATGSX Anchor Risk ManagedPairCorr
  0.88JHQCX Jpmorgan Hedged EquityPairCorr
  0.88JHEQX Jpmorgan Hedged EquityPairCorr

Moving against Anchor Mutual Fund

  0.64XNXJX Nuveen New JerseyPairCorr
  0.59XNBHX Neuberger Berman IntPairCorr
  0.49NXJ Nuveen New JerseyPairCorr
  0.35XDSMX Dreyfus StrategicPairCorr

Anchor Mutual Fund Highlights

Fund ConcentrationAnchor Funds, Large Blend Funds, Options Trading Funds, Options Trading, Anchor (View all Sectors)
Update Date30th of September 2024
Anchor Risk Managed [ATAGX] is traded in USA and was established 27th of November 2024. Anchor Risk is listed under Anchor category by Fama And French industry classification. The fund is listed under Options Trading category and is part of Anchor family. Anchor Risk Managed presently has accumulated 28.38 M in assets under management (AUM) with minimum initial investment of 1 K. with the current yeild of 0.01%.
Check Anchor Risk Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Anchor Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Anchor Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Anchor Risk Managed Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Anchor Risk Managed Mutual Fund Constituents

Anchor Risk Managed Risk Profiles

Anchor Risk Against Markets

Other Information on Investing in Anchor Mutual Fund

Anchor Risk financial ratios help investors to determine whether Anchor Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Anchor with respect to the benefits of owning Anchor Risk security.
Positions Ratings
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