FARIX Mutual Fund
FARIX Mutual Fund
FARIX Mutual Fund
Fulcrum Diversified Absolute Return Fund Institutional Class
FARIX Mutual Fund Overview
FARIX Mutual Fund (Fulcrum Diversified Absolute Return Fund Institutional Class) is managed by Fulcrum with $152.8M in net assets. FARIX expense ratio is 1.28%, holding 1347 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2015-07-31.
FARIX performance shows a YTD return of 1.52%. The 1-year return is 10.32% and the 5-year return is 4.67%. FARIX dividend yield stands at 7.01%, paid annually.
FARIX top holdings include Treasury Bill 0% Apr 30, 2026 (5.7%), Treasury Bill Feb 26, 2026 (5.1%), Treasury Bill 0% Apr 02, 2026 (5.1%), Treasury Bill 0% Mar 19, 2026 (5.0%), Us T Bill Zcp 04/16/26 (4.9%). Go to all FARIX holdings, FARIX sectors, or FARIX dividends.
FARIX can be compared against other funds. Use FARIX overlap to find shared positions, or FARIX vs another fund for a side-by-side view. FARIX alternatives are available via the screener, along with tax-loss harvesting opportunities.