ABRVX : ABR Dynamic Blend Equity & Volatility Fund Institutional Shares

ABRVX is a Alternatives Market Short with MODERATE fees.

ABRVX

ABR Dynamic Blend Equity & Volatility Fund Institutional Shares

FI Score

40 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

7 /10

Category Score

0 /10

Market Size

7 /10

40% FI Score
  • abrvx
  • Mutual Fund
  • Alternatives
  • Short

ABR Dynamic Blend Equity & Volatility Fund Institutional Shares

Expenses: 2.00% (Better than 1% of similar funds)

This is a bad choice for a Short Alternatives fund. See why ยป

Fund Summary

The investment seeks investment results that correspond generally to the performance, before the fund's fees and expenses, of the ABR Dynamic Blend Equity & Volatility Index. The fund will invest at least 80% of the value of its net assets (plus borrowing for investment purposes) in securities and instruments, including derivatives, that provide exposure to the constituents of the index powered by Wilshire. The index is designed to capture favorable volatility movements in the equity markets while maintaining equity exposure to preserve positive performance during extended periods of rising markets.

Largest Holdings

Amount Holding
5.55% E-mini S&P 500 Future June 20

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