Abr Dynamic Blend Equity & Volatility FundABRTX
Type
Mutual fund
Peer group
Alternative
Net assets
$89.4M
Expense ratio
2.25%
1-year return
+22.7%
3 years, a year
+6.7%
5 years, a year
-0.1%
Holdings
3
What it aims to do.
The ABR Dynamic Blend Equity & Volatility Fund (the Fund) seeks investment results that correspond generally to the performance, before the Funds fees and expenses, of a benchmark index that measures the investment returns of a dynamic ratio of large-capitalization stocks and the volatility of large-capitalization stocks.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| N/A | 98.48% |
| N/A | 0.50% |
| N/A | 0.44% |
More on ABRTX.
- ABRTX overview
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- ABRTX risk
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- ABRTX money in and out
- ABRTX share classes
- Compare ABRTX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.