FORRX Mutual Fund

TER1.74%

Holdings253

FORRX Mutual Fund

ABRAHAM FORTRESS FUND Class C

TER1.74%

Holdings253

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

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: 34.03%

Bonds: 69.92%

Price Chart (6M)

Loading chart data...

Top Holdings

View All →

Ticker	Name	Weight

Download all 253 holdings for FORRX

CSV export with sector, industry & share changes

Get CSV

Peer Comparison

Benchmark

PRO

Peer outperformance: PRO

Category rank: PRO

This Mutual Fund

PRO

Peer Avg

PRO

See how FORRX ranks against its peers

Category rank, peer-average returns and outperformance, updated daily.

$49$29/mo

Claim the $29 launch price

First 500 subscribers, then $49/mo. Cancel anytime. From MarketXLS, trusted since 2014.

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. View all FORRX holdings, sector breakdown, or dividend history.

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