SVARX Mutual Fund

SVARX Mutual Fund (Spectrum Low Volatility Fund Investor Class) is managed by Advisors Preferred with $162.6M in net assets. SVARX expense ratio is 2.99%, holding 34 positions across sectors including Financials. Inception date: 2013-12-16.

SVARX performance shows a YTD return of 1.10%. The 1-year return is 4.90% and the 5-year return is 3.01%. SVARX dividend yield stands at 5.89%, paid quarterly.

SVARX top holdings include Aqr Eqt Mkt Ntrl Fd (10.8%), Nw Stra In Fd-R6 (10.6%), Jpmorgan Tr Iv (10.2%), AXNC-STR INC-I (5.9%), Hlbrk-Str In-I (5.4%). Go to all SVARX holdings, SVARX sectors, or SVARX dividends.

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