AFQSX Mutual Fund
AFQSX Mutual Fund
Alpha Fiduciary Quantitative Strategy Fund
AFQSX Mutual Fund Overview
AFQSX Mutual Fund (Alpha Fiduciary Quantitative Strategy Fund) is managed by Alpha Fiduciary, Inc. with $23.5M in net assets. AFQSX expense ratio is 1.73%, holding 3 positions across sectors including Financials, Unknown, Other. Inception date: 2019-12-31.
AFQSX performance shows a YTD return of 12.25%. The 1-year return is 22.84% and the 5-year return is 2.42%.
AFQSX top holdings include Ishares Core S&p 500 ETF (79.2%), Goldman Sachs Financial Square Funds - Treasury Instruments Fund (8.5%), Fannie Mae Pool Fs3806 2.50% 7/1/2052 (0.2%). View all AFQSX holdings, sector breakdown, or dividend history.
AFQSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. AFQSX alternatives are available via the screener, along with tax-loss harvesting opportunities.