ATAMX Mutual Fund

ATAMX Mutual Fund

NAV$9.40
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Fund Essentials

Net Assets
$165,625.39
Expense Ratio
2.00%
Dividend Yield (Current)
0.79%
Holdings
13
Inception Date
Sep 6, 2016
Fund Family
Anchor Series Trust
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Unspecified

Performance

YTD-11.35%
1 Year-11.67%

Asset Allocation

Cash: 11.67%
Other: 88.33%
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Dividend Summary

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Dividend Yield (Current)
0.79%
Frequency
Unspecified

Peer Comparison

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

ATAMX Mutual Fund Overview

ATAMX Mutual Fund (Anchor Risk Managed Municipal Stratergies Fund) is managed by Anchor Series Trust with $165,625.39 in net assets. ATAMX expense ratio is 2.00%, holding 13 positions across various sectors. Inception date: 2016-09-06.

ATAMX performance shows a YTD return of -11.35%. The 1-year return is -11.67%. ATAMX dividend yield stands at 0.79%, paid unspecified.

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

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