FORRX Mutual Fund

FORRX Mutual Fund

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Fund Essentials

Net Assets
-
Expense Ratio
1.74%
Dividend Yield (Current)
-
Holdings
253
Inception Date
Jul 1, 2018
Fund Family
Abraham Trading Company
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

Asset Allocation

Stocks: 34.04%
Bonds: 69.92%
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Peer Comparison

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

FORRX Mutual Fund Overview

FORRX Mutual Fund (ABRAHAM FORTRESS FUND Class C) is managed by Abraham Trading Company. FORRX expense ratio is 1.74%, holding 253 positions across various sectors. Inception date: 2018-07-01.

FORRX performance shows data across multiple time periods..

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

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