Anchor Tactical Equity Fund Quote
| ATESX Fund | USD 14.47 0.03 0.21% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Anchor Tactical is trading at 14.47 as of the 23rd of November 2024; that is 0.21 percent increase since the beginning of the trading day. The fund's open price was 14.44. Anchor Tactical 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. Equity ratings for Anchor Tactical Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of May 2024 and ending today, the 23rd of November 2024. 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 Tactical Equity
Moving together with Anchor Mutual Fund
| 0.77 | ATCSX | Anchor Tactical Credit | PairCorr |
| 0.76 | ATEAX | Anchor Risk Managed | PairCorr |
| 0.65 | JHQCX | Jpmorgan Hedged Equity | PairCorr |
| 0.65 | JHEQX | Jpmorgan Hedged Equity | PairCorr |
Moving against Anchor Mutual Fund
Anchor Mutual Fund Highlights
| Fund Concentration | Anchor Funds, Large Blend Funds, Options Trading Funds, Options Trading, Anchor (View all Sectors) |
| Update Date | 30th of September 2024 |
Anchor Tactical Equity [ATESX] is traded in USA and was established 23rd of November 2024. Anchor Tactical 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. This fund presently has accumulated 159.81 M in assets under management (AUM) with no minimum investment requirementsAnchor Tactical Equity is currently producing year-to-date (YTD) return of 5.08% with the current yeild of 0.01%, while the total return for the last 3 years was 1.14%.
Check Anchor Tactical 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 Tactical Equity 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 Tactical Equity Mutual Fund Constituents
| SDS | ProShares UltraShort SP500 | Etf | Trading--Inverse Equity | |
| QQQ | Invesco QQQ Trust | Etf | Large Growth | |
| SPY | SPDR SP 500 | Etf | Large Blend | |
| DGRW | WisdomTree Quality Dividend | Etf | Large Blend |
Anchor Tactical Equity Risk Profiles
| Mean Deviation | 0.4488 | |||
| Semi Deviation | 0.7905 | |||
| Standard Deviation | 0.6993 | |||
| Variance | 0.489 |
Anchor Tactical Against Markets
Other Information on Investing in Anchor Mutual Fund
Anchor Tactical 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 Tactical security.
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
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