ATEAX Mutual Fund (Anchor Risk Managed Equity Strategies Fund Advisor Class) is managed by Anchor Series Trust with $87.2M in net assets. ATEAX expense ratio is 2.09%, holding 3 positions across sectors including Financials. Inception date: 2020-04-30.

ATEAX performance shows a YTD return of 6.18%. The 1-year return is 9.78% and the 5-year return is 6.00%.

ATEAX top holdings include Invesco Qqq Trust 1 (65.2%), Spdr S&p 500 ETF (29.3%), First American Government Obligations Fund (0.6%). View all ATEAX holdings, sector breakdown, or dividend history.

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