Anchor Risk Managed Income Strategies FundATCAX
Type
Mutual fund
Peer group
Allocation
Net assets
$26.3M
Expense ratio
2.93%
1-year return
+4.8%
3 years, a year
+2.4%
5 years, a year
+0.5%
Holdings
15
What it aims to do.
The Fund seeks to provide long-term growth of capital while providing current income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| First American Funds Inc. | 18.85% |
| Global X Funds | 11.35% |
| J P Morgan Exchange Traded Fund Trust | 9.12% |
| PDI Pimco Dynamic Income Fd | 8.51% |
| J P Morgan Exchange Traded Fund Trust | 8.18% |
| PDO PIMCO Dynamic Income Opportunities Fund | 7.14% |
| First Trust Exchange Traded Fund VI | 6.04% |
| First Trust Exchange Traded Fund VI | 5.75% |
| Tidal Trust II | 4.64% |
| Tidal Trust II | 4.61% |
More on ATCAX.
- ATCAX overview
- ATCAX holdings
- ATCAX risk
- ATCAX costs
- ATCAX money in and out
- ATCAX share classes
- Compare ATCAX 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.