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%

Top Holdings

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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
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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. View all ATAMX holdings, sector breakdown, or dividend history.

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