AGAZX : 361 Global Long/Short Equity Fund Class I

AGAZX is a Alternatives Market Short with HIGH fees.

AGAZX

361 Global Long/Short Equity Fund Class I

FI Score

42 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

9 /10

Category Score

0 /10

Market Size

9 /10

42% FI Score
  • agazx
  • Mutual Fund
  • Alternatives
  • Short

361 Global Long/Short Equity Fund Class I

Expenses: 2.39% (Better than 0% of similar funds)

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

Fund Summary

The investment seeks to achieve long-term capital appreciation and to preserve capital in down markets. The fund seeks to invest at least 80% of the value of its net assets (which include borrowings for investment purposes) in equity securities such as common stocks, warrants and rights. It may invest in equity securities of U.S. and foreign issuers in all market capitalization ranges without limitation. Under normal market conditions, the fund will invest in at least three different countries, with at least 40% of its net assets invested in securities of issuers located outside the United States.

Largest Holdings

Amount Holding
3.07% Evergy Inc
2.86% Vornado Realty Trust
2.62% Hitachi Ltd
2.52% Tokyo Electron Ltd
2.33% Kimberly-Clark Corp
2.26% General Mills Inc
2.24% Facebook Inc A
2.22% Johnson Controls International PLC
2.09% Royal Dutch Shell PLC Class A
2.03% LafargeHolcim Ltd
2.03% Copart Inc
1.99% Bristol-Myers Squibb Company
1.97% Steris PLC
1.93% D.R. Horton Inc
1.89% MetLife Inc
1.86% Darden Restaurants Inc
1.85% Mitsubishi Heavy Industries Ltd
1.78% Lennar Corp
1.63% Domino's Pizza Inc
1.62% Hewlett Packard Enterprise Co
1.62% Seagate Technology PLC
1.62% Adecco Group AG
1.61% Fortescue Metals Group Ltd
1.61% Advantest Corp

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo