FARAX Mutual Fund

Fund Essentials

Net Assets
-
Expense Ratio
1.60%
Dividend Yield (Current)
-
Holdings
1,347
Inception Date
Jul 31, 2015
Fund Family
Fulcrum
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

Asset Allocation

Stocks: 15.02%
Bonds: 71.44%
Other: 13.54%

Price Chart (6M)

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Top Holdings

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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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Category rank, peer-average returns and outperformance, updated daily.
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FARAX Mutual Fund Overview

FARAX Mutual Fund (Fulcrum Diversified Absolute Return Fund Advisor Class) is managed by Fulcrum. FARAX expense ratio is 1.60%, holding 1347 positions across various sectors. Inception date: 2015-07-31.

FARAX performance shows data across multiple time periods..

FARAX top holdings include a diversified portfolio. View all FARAX holdings, sector breakdown, or dividend history.

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