ATESX Mutual Fund

ATESX Mutual Fund (Anchor Risk Managed Equity Strategies Fund Institutional Class) is managed by Anchor Series Trust with $31.3M in net assets. ATESX expense ratio is 2.34%, holding 3 positions across sectors including Financials. Inception date: 2016-09-06.

ATESX performance shows a YTD return of 2.93%. The 1-year return is 4.15% and the 5-year return is 2.98%.

ATESX top holdings include Invesco Qqq Trus (65.2%), Spdr S&p 500 ETF Trust (29.3%), First American Government Obligations Fund (0.6%). Go to all ATESX holdings, ATESX sectors, or ATESX dividends.

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