Anchor Risk Managed Fund Quote

ATEAX Fund  USD 15.61  0.04  0.26%   

Performance

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Odds Of Distress

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Anchor Risk is trading at 15.61 as of the 23rd of January 2026; that is 0.26 percent up since the beginning of the trading day. The fund's open price was 15.57. Anchor Risk has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 25th of October 2025 and ending today, the 23rd of January 2026. Click here to learn more.
Under normal market conditions, the fund invests, directly or indirectly through unaffiliated exchange traded funds and mutual funds, at least 80 percent of its net assets in long and short positions in equity securities. It may invest in inverse funds linked to equity securities or indices when the adviser believes this strategy will provide an effective hedge to manage risk for the funds equity investments.. More on Anchor Risk Managed

Moving together with Anchor Mutual Fund

  1.0ATESX Anchor Tactical EquityPairCorr

Moving against Anchor Mutual Fund

  0.32JHQAX Jpmorgan Hedged EquityPairCorr

Anchor Mutual Fund Highlights

Fund ConcentrationAnchor Funds, Large Blend Funds, Options Trading Funds, Options Trading, Anchor (View all Sectors)
Update Date31st of December 2025
Anchor Risk Managed [ATEAX] is traded in USA and was established 23rd of January 2026. 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 333.04 M in assets under management (AUM) with minimum initial investment of 1 K. , while the total return for the last 3 years was 8.92%.
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

QQQInvesco QQQ TrustEtfLarge Growth
SPYSPDR SP 500EtfLarge Blend
More Details

Anchor Risk Managed Risk Profiles

Anchor Risk Against Markets

Anchor Mutual Fund Analysis Notes

The fund holds about 43.7% of assets under management (AUM) in cash. Large Blend For more info on Anchor Risk Managed please contact the company at 844-594-1226.

Anchor Risk Managed Investment Alerts

Anchor Risk Managed generated a negative expected return over the last 90 days
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The fund holds about 43.7% of its assets under management (AUM) in cash

Top Anchor Risk Managed Mutual Fund Constituents

Anchor Risk Predictive Daily Indicators

Anchor Risk intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Anchor Risk mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Anchor Risk Forecast Models

Anchor Risk's time-series forecasting models are one of many Anchor Risk's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Anchor Risk's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

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.
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