ATCAX Mutual Fund

ATCAX Mutual Fund (Anchor Risk Managed Credit Strategies Fund Advisor Class) is managed by Anchor Series Trust with $7.4M in net assets. ATCAX expense ratio is 2.59%, holding 13 positions across sectors including Financials. Inception date: 2020-09-11.

ATCAX performance shows a YTD return of -0.63%. The 1-year return is 3.27% and the 5-year return is 0.14%. ATCAX dividend yield stands at 10.47%, paid monthly.

ATCAX top holdings include First American Government Obligations Fund (18.9%), Global X Nasdaq 100 Covered Call ETF (11.3%), Jpmorgan Equity Premium Income Etf (9.1%), PIMCO Dynamic Income Fund (8.5%), JPMorgan Nasdaq Equity Premium Income ETF (8.2%). Go to all ATCAX holdings, ATCAX sectors, or ATCAX dividends.

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