ATESX Mutual Fund (Anchor Risk Managed Equity Strategies Fund Institutional Class) is managed by Anchor Series Trust with $31.1M 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 6.05%. The 1-year return is 9.48% and the 5-year return is 4.36%.

ATESX 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 ATESX holdings, sector breakdown, or dividend history.

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