AAMAX Mutual Fund

AAMAX Mutual Fund (Absolute Capital Asset Allocator Fund Class A) is managed by Absolute Capital with $2.9M in net assets. AAMAX expense ratio is 1.82%, holding 29 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2015-12-18.

AAMAX performance shows a YTD return of 11.25%. The 1-year return is 15.01% and the 5-year return is 5.47%. AAMAX dividend yield stands at 1.99%, paid annually.

AAMAX top holdings include Vanguard 0-3 Month Treasury Bill Etf (9.5%), Ishares Core Div (7.8%), Vanguard S&p 500 Growth ETF (6.9%), Spdr Ser Tr Spdr S&P (6.2%), Technology Select Sector Spdr (5.6%). Go to all AAMAX holdings, AAMAX sectors, or AAMAX dividends.

AAMAX can be compared against other funds. Use AAMAX overlap to find shared positions, or AAMAX vs another fund for a side-by-side view. AAMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.