Spectrum Low Volatility FundSVARX
Type
Mutual fund
Peer group
Alternative
Net assets
$169.4M
Expense ratio
2.81%
1-year return
+5.6%
3 years, a year
+6.0%
5 years, a year
+3.4%
Holdings
13
What it aims to do.
The Spectrum Low Volatility Funds (the Funds) investment is objective is total return with lower downside volatility and risk compared to major stock market indices.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| United States Treasury Bills | 20.71% |
| Fidelity Colchester Street Trust | 14.87% |
| United States Treasury Bills | 14.78% |
| Nationwide Mutual Funds | 11.31% |
| Victory Portfolios IV | 10.04% |
| United States Treasury Bills | 7.56% |
| Axonic Funds | 6.33% |
| Two Roads Shared Trust | 5.81% |
| United States Treasury Bills | 4.29% |
| N/A | 0.02% |
More on SVARX.
- SVARX overview
- SVARX holdings
- SVARX risk
- SVARX costs
- SVARX money in and out
- SVARX share classes
- Compare SVARX 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.