Anchor Risk Managed Fund Quote

ATGSX Fund  USD 10.65  0.01  0.09%   

Performance

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Odds Of Distress

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Anchor Risk is trading at 10.65 as of the 21st of July 2025; that is 0.09 percent up since the beginning of the trading day. The fund's open price was 10.64. Anchor Risk has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 22nd of April 2025 and ending today, the 21st of July 2025. Click here to learn more.
The fund seeks to achieve its investment objective, utilizing a fund of funds structure, by allocating assets among various strategies based on the advisers research and analysis regarding market trends. A market trend is the movement of a financial market in a particular direction over time.. More on Anchor Risk Managed

Moving together with Anchor Mutual Fund

  0.87ATCSX Anchor Tactical CreditPairCorr
  0.86ATEAX Anchor Risk ManagedPairCorr
  0.86ATESX Anchor Tactical EquityPairCorr
  0.92JHQCX Jpmorgan Hedged EquityPairCorr
  0.92JHEQX Jpmorgan Hedged EquityPairCorr

Anchor Mutual Fund Highlights

Fund ConcentrationAnchor Funds, Large Blend Funds, Options Trading Funds, Options Trading, Anchor (View all Sectors)
Update Date30th of June 2025
Anchor Risk Managed [ATGSX] is traded in USA and was established 21st of July 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. This fund presently has accumulated 15.81 M in assets under management (AUM) with no minimum investment requirementsAnchor Risk Managed is currently producing year-to-date (YTD) return of 4.34% with the current yeild of 0.01%, while the total return for the last 3 years was 3.45%.
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

EFAiShares MSCI EAFEEtfForeign Large Blend
QQQInvesco QQQ TrustEtfLarge Growth
SPYSPDR SP 500EtfLarge Blend
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Anchor Risk Managed Risk Profiles

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.
Positions Ratings
Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance
Investing Opportunities
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