Anchor Risk Managed Fund Quote
| ATEAX Fund | USD 16.04 0.05 0.31% |
PerformanceGood
| Odds Of DistressLow
|
Anchor Risk is trading at 16.04 as of the 5th of October 2025; that is 0.31 percent down since the beginning of the trading day. The fund's open price was 16.09. Anchor Risk has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 7th of July 2025 and ending today, the 5th of October 2025. 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 Risk Managed
Moving together with Anchor Mutual Fund
Anchor Mutual Fund Highlights
| Fund Concentration | Anchor Funds, Large Blend Funds, Options Trading Funds, Options Trading, Anchor (View all Sectors) |
| Update Date | 30th of September 2025 |
Anchor Risk Managed [ATEAX] is traded in USA and was established 5th of October 2025. Anchor Risk is listed under Anchor category by Fama And French industry classification. The fund is listed under Options Trading category and is part of Anchor family. Anchor Risk Managed presently has accumulated 333.04 M in assets under management (AUM) with minimum initial investment of 1 K. , while the total return for the last 3 years was 8.92%.
Check Anchor Risk 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 Risk Managed 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 Risk Managed Mutual Fund Constituents
| QQQ | Invesco QQQ Trust | Etf | Large Growth | |
| SPY | SPDR SP 500 | Etf | Large Blend |
Anchor Risk Managed Risk Profiles
| Mean Deviation | 0.4245 | |||
| Semi Deviation | 0.4179 | |||
| Standard Deviation | 0.5622 | |||
| Variance | 0.316 |
Anchor Risk Against Markets
Other Information on Investing in Anchor Mutual Fund
Anchor Risk financial ratios help investors to determine whether Anchor Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Anchor with respect to the benefits of owning Anchor Risk security.
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