ABRWX Mutual Fund

ABRWX Mutual Fund

NAV$18.30
See how much of ABRWX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials

Net Assets
$1M
Expense Ratio
2.99%
Dividend Yield (Current)
-
Holdings
23
Inception Date
Jul 12, 2010
Fund Family
AmericaFirst Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly

Performance

YTD+4.94%
1 Year+21.14%
3 Year+11.70%
5 Year+6.47%
10 Year+4.50%

Asset Allocation

Stocks: 57.92%
Cash: 42.08%
See how much of ABRWX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

ABRWX Mutual Fund Overview

ABRWX Mutual Fund (DSS AmericaFirst Monthly Risk-On Risk-Off Fund Class I) is managed by AmericaFirst Funds with $1.3M in net assets. ABRWX expense ratio is 2.99%, holding 23 positions across various sectors. Inception date: 2010-07-12.

ABRWX performance shows a YTD return of 4.94%. The 1-year return is 21.14% and the 5-year return is 6.47%.

ABRWX top holdings include a diversified portfolio. Go to all ABRWX holdings, ABRWX sectors, or ABRWX dividends.

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