ATGSX Mutual Fund

ATGSX Mutual Fund

NAV$10.65
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Fund Essentials

Net Assets
$1M
Expense Ratio
2.45%
Dividend Yield (Current)
0.65%
Holdings
3
Inception Date
Jan 15, 2019
Fund Family
Anchor Series Trust
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly

Performance

YTD+4.54%
1 Year+1.53%
3 Year+2.15%
5 Year+4.77%

Asset Allocation

Cash: 0.88%
Other: 99.12%
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Dividend Summary

View Details →
Dividend Yield (Current)
0.65%
Frequency
Quarterly
Latest Distribution
$0.14
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

ATGSX Mutual Fund Overview

ATGSX Mutual Fund (Anchor Risk Managed Global Strategies Fund Institutional Class) is managed by Anchor Series Trust with $1.4M in net assets. ATGSX expense ratio is 2.45%, holding 3 positions across various sectors. Inception date: 2019-01-15.

ATGSX performance shows a YTD return of 4.54%. The 1-year return is 1.53% and the 5-year return is 4.77%. ATGSX dividend yield stands at 0.65%, paid quarterly.

ATGSX top holdings include a diversified portfolio. Go to all ATGSX holdings, ATGSX sectors, or ATGSX dividends.

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