ACVKX : AC Alternatives® Market Neutral Value Fund I Class

ACVKX is a Alternatives Market Neutral with HIGH fees.

ACVKX

AC Alternatives® Market Neutral Value Fund I Class

FI Score

15 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

3 /10

Category Score

0 /10

Market Size

3 /10

15% FI Score
  • acvkx
  • Mutual Fund
  • Alternatives
  • Neutral

AC Alternatives® Market Neutral Value Fund I Class

Expenses: 3.27% (Better than 0% of similar funds)

This is a bad choice for a Neutral Alternatives fund. See why »

Fund Summary

The investment seeks long-term capital growth, independent of equity market conditions. Under normal market conditions, the advisor intends to keep its assets invested primarily in U.S. equity securities. However, the fund may invest a portion of its assets in foreign securities. In addition, there may be times when it holds a significant portion of its assets in cash or cash equivalents.

Largest Holdings

Amount Holding
5.52% iShares Russell 1000 Value ETF
4.99% Royal Dutch Shell PLC ADR Class B
3.71% Fox Corp Class B
3.42% Teradyne Inc. 1.25%
3.15% Heico Corp Class A
2.87% Atlas Copco AB B
2.65% Tesla Inc 2%
2.21% Microchip Technology Incorporated 1.62%
1.99% Emerson Electric Co
1.81% Chubb Ltd
1.27% Verizon Communications Inc

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