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Logo for Fund ABR Dynamic Blend Equity and Volatility Fund - Investor Shares

ABR Dynamic Blend Equity and Volatility Fund - Investor Shares (ABRTX)

NASDAQ Currency in USD
$105.00
+$0.22
+0.21%
Last Update: 18 Jul 2026, 07:39
Assets Under Management
Expense Ratio
0.03%
Forward Dividend Yield
$71.42-$144.93
52 Week Range

ABRTX Price Chart

Explore ABR Dynamic Blend Equity and Volatility Fund - Investor Shares interactive price chart. Choose custom timeframes to analyze ABRTX price movements and trends.

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

View ABRTX with an interactive analytics dashboard featuring price and candlestick charts, key metrics, holdings breakdowns, and dividend yield history. Open the template in Insights to customize and save it.

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