Anchor Risk Managed Equity Strategies FundATESX
Type
Mutual fund
Peer group
Allocation
Net assets
$141.6M
Expense ratio
2.40%
1-year return
+7.8%
3 years, a year
+6.1%
5 years, a year
+4.4%
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 ATESX.
- ATESX overview
- ATESX holdings
- ATESX risk
- ATESX costs
- ATESX money in and out
- ATESX share classes
- Compare ATESX 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.