Abr Dynamic Blend Fund Quote
| ABRTX Fund | USD 10.44 0.01 0.1% |
PerformanceSolid
| Odds Of DistressLow
|
Abr Dynamic is trading at 10.44 as of the 23rd of July 2025; that is 0.1 percent up since the beginning of the trading day. The fund's open price was 10.43. Abr Dynamic has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 24th of April 2025 and ending today, the 23rd of July 2025. Click here to learn more.
The fund will invest at least 80 percent of the value of its net assets in securities and instruments, including derivatives, that provide exposure to the constituents of the index powered by Wilshire. The index is designed to capture favorable volatility movements in the equity markets while maintaining equity exposure to preserve positive performance during extended periods of rising markets.. More on Abr Dynamic Blend
Moving together with Abr Mutual Fund
| 0.97 | VOLJX | Abr 7525 Volatility | PairCorr |
| 0.97 | VOLSX | Abr 7525 Volatility | PairCorr |
| 1.0 | ABRVX | Abr Dynamic Blend | PairCorr |
| 0.96 | ABRSX | Abr Enhanced Short | PairCorr |
| 0.96 | ABRJX | Abr Enhanced Short | PairCorr |
Moving against Abr Mutual Fund
Abr Mutual Fund Highlights
| Fund Concentration | ABR Funds, Large Blend Funds, Long-Short Equity Funds, Long-Short Equity, ABR (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of December 2022 |
| Fiscal Year End | July |
Abr Dynamic Blend [ABRTX] is traded in USA and was established 23rd of July 2025. Abr Dynamic is listed under ABR category by Fama And French industry classification. The fund is listed under Long-Short Equity category and is part of ABR family. This fund presently has accumulated 112.79 M in assets under management (AUM) with no minimum investment requirementsAbr Dynamic Blend is currently producing year-to-date (YTD) return of 0.9% with the current yeild of 0.01%, while the total return for the last 3 years was 2.86%.
Check Abr Dynamic 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 Abr 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 Abr 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 Abr Dynamic Blend 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.
Abr Dynamic Blend Risk Profiles
| Mean Deviation | 0.4552 | |||
| Semi Deviation | 0.2089 | |||
| Standard Deviation | 0.6405 | |||
| Variance | 0.4102 |
Abr Dynamic Against Markets
Other Information on Investing in Abr Mutual Fund
Abr Dynamic financial ratios help investors to determine whether Abr 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 Abr with respect to the benefits of owning Abr Dynamic security.
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments |