Dynamic US Opportunity FundSROAX
Type
Mutual fund
Peer group
Allocation
Net assets
$90.4M
Expense ratio
—
1-year return
—
3 years, a year
—
5 years, a year
—
Holdings
16
What it aims to do.
The investment objective of the Dynamic U.S. Opportunity Fund is capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Select Sector Spdr Trust | 18.15% |
| Select Sector Spdr Trust | 14.00% |
| First American Funds Inc. | 10.71% |
| Select Sector Spdr Trust | 10.10% |
| Select Sector Spdr Trust | 8.58% |
| Select Sector Spdr Trust | 7.87% |
| Select Sector Spdr Trust | 5.39% |
| Select Sector Spdr Trust | 4.88% |
| Select Sector Spdr Trust | 4.49% |
| SPDR Series Trust | 4.28% |
More on SROAX.
- SROAX overview
- SROAX holdings
- SROAX risk
- SROAX costs
- SROAX money in and out
- SROAX share classes
- Compare SROAX with other funds
Returns after fees, from the fund's SEC filings. Past returns are not a promise. Not financial advice.