FARAX Mutual Fund

FARAX Mutual Fund

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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%
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Peer Comparison

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

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. Go to all FARAX holdings, FARAX sectors, or FARAX dividends.

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