Fulcrum Diversified Absolute Return FundFARIX
Type
Mutual fund
Peer group
Alternative
Net assets
$304.1M
Expense ratio
1.28%
1-year return
+20.0%
3 years, a year
+9.8%
5 years, a year
—
Holdings
1,207
What it aims to do.
The investment objective of the Fulcrum Diversified Absolute Return Fund (the ?Fund?) is to achieve long-term absolute returns.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| United States Treasury Bills | 5.60% |
| United States Treasury Bills | 4.97% |
| United States Treasury Bills | 4.33% |
| United States Treasury Bills | 4.32% |
| United States Treasury Bills | 4.12% |
| United States Treasury Bills | 4.00% |
| United States Treasury Bills | 3.34% |
| United States Treasury Bills | 3.33% |
| United States Treasury Bills | 3.32% |
| United States Treasury Bills | 3.29% |
More on FARIX.
- FARIX overview
- FARIX holdings
- FARIX risk
- FARIX costs
- FARIX money in and out
- FARIX share classes
- Compare FARIX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.