Anchor Risk Managed Equity Strategies FundATEAX
Type
Mutual fund
Peer group
Allocation
Net assets
$141.6M
Expense ratio
2.14%
1-year return
+8.1%
3 years, a year
+6.3%
5 years, a year
+4.7%
Holdings
4
What it aims to do.
The Fund seeks to provide total return from income and capital appreciation
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Invesco QQQ Trust, Series 1 | 64.31% |
| SPY State Street Spdr S&p 500 Etf Trust | 27.61% |
| First American Funds Inc. | 0.95% |
| Chicago Mercantile Exchange | 0.36% |
More on ATEAX.
- ATEAX overview
- ATEAX holdings
- ATEAX risk
- ATEAX costs
- ATEAX money in and out
- ATEAX share classes
- Compare ATEAX 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.