Absolute Cef OpportunitiesACEFX

MUTUAL FUNDAbsolute
Type
Mutual fund
Peer group
Alternative
Net assets
$5.7M
Expense ratio
4.43%
1-year return
+9.2%
3 years, a year
—
5 years, a year
—
Holdings
60

What it aims to do.

Absolute CEF Opportunities (the ?Fund?) seeks to achieve long-term capital appreciation with an emphasis on absolute (positive) returns and low sensitivity to traditional financial market indices such as the Standard & Poor?s 500 Index (?S&P 500 Index?).

Top 10 holdings.

Holding% of fund
HYT BlackRock Corporate High Yield Fund Inc.12.84%
JRI Nuveen Real Asset Income & Growth Fund10.26%
USA Liberty All Star9.97%
SRV NXG Cushing Midstream Energy Fund7.00%
SPXX Nuveen S&P 500 Dynamic Overwrite Fund6.97%
BTX BlackRock Technology & Private Equity Term Trust5.86%
MEGI NYLI CBRE Global Infrastructure Megatrends Term Fund5.05%
BRW Saba Capital Income & Opportunities Fund4.50%
JQC Nuveen Credit Strategies Income Fund4.15%
ASG Liberty All Star Growth Fund Inc.3.68%

More on ACEFX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.