SVASX Mutual Fund

SVASX Mutual Fund

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Fund Essentials

Net Assets
-
Expense Ratio
3.24%
Dividend Yield (Current)
-
Holdings
34
Inception Date
Dec 16, 2013
Fund Family
Advisors Preferred
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

Asset Allocation

Stocks: 26.02%
Bonds: 4.01%
Other: 69.97%
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Peer Comparison

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

SVASX Mutual Fund Overview

SVASX Mutual Fund (Spectrum Low Volatility Fund Advisor Class) is managed by Advisors Preferred. SVASX expense ratio is 3.24%, holding 34 positions across various sectors. Inception date: 2013-12-16.

SVASX performance shows data across multiple time periods..

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

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