ACROX Mutual Fund

ACROX Mutual Fund (ACR Opportunity Fund Class I) is managed by ACR Alpine Capital Research with $137.8M in net assets. ACROX expense ratio is 1.25%, holding 41 positions across sectors including Financials, Communication Services, Consumer Discretionary. Inception date: 2014-12-31.

ACROX performance shows a YTD return of 13.86%. The 1-year return is 25.69% and the 5-year return is 10.70%. ACROX dividend yield stands at 4.31%, paid annually.

ACROX top holdings include Default Money Market Fiduciary (13.6%), Dell Technologies Inc (6.7%), Vodafone Group Plc (gbp) (5.1%), Iss A/s (5.0%), Barclays Plc-Spons Adr Sedol 2077756 (4.9%). Go to all ACROX holdings, ACROX sectors, or ACROX dividends.

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