Anchor Tactical Equity Fund Quote
| ATESX Fund | USD 14.10 0.03 0.21% |
Performance3 of 100
| Odds Of DistressLess than 22
|
Anchor Tactical is trading at 14.10 as of the 18th of April 2024; that is -0.21% down since the beginning of the trading day. The fund's open price was 14.13. Anchor Tactical has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Anchor Tactical Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 21st of October 2023 and ending today, the 18th of April 2024. Click here to learn more.
Under normal market conditions, the fund invests, directly or indirectly through unaffiliated exchange traded funds and mutual funds, at least 80 percent of its net assets in long and short positions in equity securities. It may invest in inverse funds linked to equity securities or indices when the adviser believes this strategy will provide an effective hedge to manage risk for the funds equity investments.. More on Anchor Tactical Equity
Moving together with Anchor Mutual Fund
| 0.9 | ATAGX | Anchor Risk Managed | PairCorr |
| 0.9 | ATCAX | Anchor Risk Managed | PairCorr |
| 0.97 | ATCSX | Anchor Tactical Credit | PairCorr |
| 1.0 | ATEAX | Anchor Risk Managed | PairCorr |
| 0.9 | ATGSX | Anchor Risk Managed | PairCorr |
| 0.71 | NLSCX | Neuberger Berman Long | PairCorr |
Anchor Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Anchor Tactical's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Anchor Tactical or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Anchor Funds, Large Growth Funds, Long-Short Equity Funds, Long-Short Equity, Anchor (View all Sectors) |
| Update Date | 31st of March 2024 |
Anchor Tactical Equity [ATESX] is traded in USA and was established 18th of April 2024. Anchor Tactical is listed under Anchor category by Fama And French industry classification. The fund is listed under Long-Short Equity category and is part of Anchor family. This fund presently has accumulated 159.81 M in assets under management (AUM) with no minimum investment requirementsAnchor Tactical Equity is currently producing year-to-date (YTD) return of 4.56% with the current yeild of 0.01%, while the total return for the last 3 years was 3.82%.
Check Anchor Tactical Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Anchor Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Anchor Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Anchor Tactical Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Anchor Tactical Equity Mutual Fund Constituents
| SDS | ProShares UltraShort SP500 | Etf | Trading--Inverse Equity |
| QQQ | Invesco QQQ Trust | Etf | Large Growth |
| SPY | SPDR SP 500 | Etf | Large Blend |
| DGRW | WisdomTree Quality Dividend | Etf | Large Blend |
Anchor Tactical Target Price Odds Analysis
Based on a normal probability distribution, the odds of Anchor Tactical jumping above the current price in 90 days from now is about 61.47%. The Anchor Tactical Equity probability density function shows the probability of Anchor Tactical mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Anchor Tactical has a beta of 0.915. This suggests Anchor Tactical Equity market returns are sensitive to returns on the market. As the market goes up or down, Anchor Tactical is expected to follow. Additionally, anchor Tactical Equity has an alpha of 0.0073, implying that it can generate a 0.007272 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Anchor Tactical to move above the current price in 90 days from now is about 61.47 (This Anchor Tactical Equity probability density function shows the probability of Anchor Mutual Fund to fall within a particular range of prices over 90 days) .
Anchor Tactical Equity Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Anchor Tactical market risk premium is the additional return an investor will receive from holding Anchor Tactical long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Anchor Tactical. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Anchor Tactical's alpha and beta are two of the key measurements used to evaluate Anchor Tactical's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.5998 | |||
| Semi Deviation | 0.6666 | |||
| Standard Deviation | 0.7881 | |||
| Variance | 0.6211 |
Anchor Tactical Against Markets
Picking the right benchmark for Anchor Tactical mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Anchor Tactical mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Anchor Tactical is critical whether you are bullish or bearish towards Anchor Tactical Equity at a given time. Please also check how Anchor Tactical's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Anchor Tactical without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Odds Of BankruptcyGet analysis of equity chance of financial distress in the next 2 years |
| All Next | Launch Module |
How to buy Anchor Mutual Fund?
Before investing in Anchor Tactical, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Anchor Tactical. To buy Anchor Tactical fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Anchor Tactical. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Anchor Tactical fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Anchor Tactical Equity fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Anchor Tactical Equity fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Anchor Tactical Equity, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Anchor Tactical Equity?
The danger of trading Anchor Tactical Equity is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Anchor Tactical is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Anchor Tactical. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Anchor Tactical Equity is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Anchor Tactical Equity. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in state. You can also try the Portfolio Dashboard module to portfolio dashboard that provides centralized access to all your investments.