Abbey Capital Multi-Asset FundMAFCX

MUTUAL FUNDAbbey
Type
Mutual fund
Peer group
Allocation
Net assets
$950.5M
Expense ratio
2.80%
1-year return
+16.9%
3 years, a year
+7.9%
5 years, a year
—
Holdings
616

What it aims to do.

The investment objective of the Abbey Capital Multi Asset Fund (the Fund) is to seek long-term capital appreciation.

Top 10 holdings.

Holding% of fund
Vanguard S&P 500 ETF49.68%
U.S. Bank Money Market Deposit Account8.72%
Treasury Bill5.81%
Treasury Bill2.28%
Treasury Bill2.28%
Treasury Bill2.09%
Treasury Bill1.91%
Treasury Bill1.89%
Treasury Bill1.80%
Treasury Bill1.22%

More on MAFCX.

Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.