
ABR Dynamic Blend Equity and Volatility Fund - Investor Shares (ABRTX)
ABRTX Price Chart
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ABRTX Fund Profile
Key details and information about ABR Dynamic Blend Equity and Volatility Fund - Investor Shares (ABRTX).
Sector Focus
Financial Services
Industry
Asset Management
Inception Date
14 Aug 2015
Country
US
Description
The fund intends to dedicate a significant portion—at least 80%—of its net assets (including any capital borrowed for investment purposes) to a range of financial instruments and securities, notably derivatives. These holdings are strategically selected to provide access to the components of a Wilshire-designed index. This particular index is structured to harness beneficial volatility dynamics within equity markets. Concurrently, it aims to sustain exposure to equities, which helps in safeguarding favorable returns during extended periods of market appreciation.
ABRTX Fund Performance
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