ATAGX Mutual Fund

ATAGX Mutual Fund (Anchor Risk Managed Global Strategies Fund Investor Class) is managed by Anchor Series Trust with $1.1M in net assets. ATAGX expense ratio is 2.20%, holding 3 positions across various sectors. Inception date: 2020-07-15.

ATAGX performance shows a YTD return of 4.65%. The 1-year return is 1.72% and the 5-year return is 2.78%. ATAGX dividend yield stands at 0.83%, paid quarterly.

ATAGX top holdings include a diversified portfolio. View all ATAGX holdings, sector breakdown, or dividend history.

ATAGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ATAGX alternatives are available via the screener, along with tax-loss harvesting opportunities.