Anchor Risk Managed Equity Strategies Fund - Institutional Class

Frequently Asked Questions About ATESX

What does ATESX invest in?

Under typical market conditions, this fund primarily dedicates at least 80% of its total assets (including any leveraged capital) to equity securities. It achieves this exposure by taking both "long" and "short" positions, either through direct investments or indirectly via unaffiliated exchange-traded funds (ETFs) and mutual funds. Furthermore, the fund has the discretion to strategically invest in inverse funds, which are tied to equity markets or specific indices. This is done whenever the adviser believes such a strategy will serve as an effective hedge to manage and mitigate risk associated with the fund's core equity holdings.

What is the expense ratio of ATESX?

Anchor Risk Managed Equity Strategies Fund - Institutional Class (ATESX) charges an expense ratio of 2.40%. This is the annual fee deducted from fund assets to cover management and operations.

How big is ATESX?

Anchor Risk Managed Equity Strategies Fund - Institutional Class (ATESX) manages $134.5M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is ATESX actively managed or an index fund?

ATESX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was ATESX launched?

Anchor Risk Managed Equity Strategies Fund - Institutional Class (ATESX) launched in September 2016 and is managed by the fund issuer.

How has ATESX performed?

ATESX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.