ACR Opportunity FundACROX
Type
Mutual fund
Peer group
Alternative
Net assets
$118.3M
Expense ratio
1.25%
1-year return
+28.4%
3 years, a year
+18.1%
5 years, a year
+11.3%
Holdings
42
What it aims to do.
The investment objectives of the ACR Opportunity Fund are to preserve capital during periods of economic decline, and to provide above average absolute and relative returns in the long run. Return objectives are subordinate to the objective of preserving capital.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Umb Ib Money Market II / | 6.18% |
| VOD Vodafone Group PLC | 5.58% |
| BCS Barclays PLC | 5.13% |
| GM General Motors Co | 4.71% |
| Iss A/S | 4.60% |
| iShares 0-3 Month Treasury Bon | 4.55% |
| Vanguard Short-Term Treasury E | 4.32% |
| FDX FedEx Corp | 3.76% |
| PPLI IAC Inc | 3.73% |
| C Citigroup Inc | 3.35% |
More on ACROX.
- ACROX overview
- ACROX holdings
- ACROX risk
- ACROX costs
- ACROX money in and out
- ACROX share classes
- Compare ACROX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.