ABR Dynamic Blend Equity and Volatility Fund - Investor Shares (ABRTX) Research
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.
Market snapshot
- Symbol
- ABRTX
- Price
- $11.63
- Day change
- +0.78%
- Market cap
- $93.7M
- 52-week range
- 10.07-12.03
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Alger Balanced Portfolio Class I-2 (ABLOX)
- Manning & Napier Fd, Inc. Equity Series Class S (EXEYX)
- Nuveen Flagship New Mexico Muni Bd Fd Cl A (FNMTX)
- Tributary Balanced Fd Instl (FOBAX)
- Fidelity Select Automotive Portfolio (FSAVX)
- Edgar Lomax Value Fd (LOMAX)
- Lazard US Equity Select Portfolio Open Shares (LZUOX)
- Shelton Sustainable Equity Investor (NEXTX)
Open ABR Dynamic Blend Equity and Volatility Fund - Investor Shares (ABRTX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.