Spectrum Low Volatility Fund Investor Class (SVARX) Research
The primary adviser for this fund delegates the management of its investment approach to a specialized sub-adviser. The fund's assets are primarily allocated to a diversified collection of income-generating fixed-income securities. However, the sub-adviser does not directly select individual bonds or other debt instruments. Instead, it channels the fund's capital into other collective investment vehicles, specifically mutual funds and exchange-traded funds (ETFs). These underlying funds, in turn, predominantly invest in either fixed-rate or floating-rate fixed income securities.
Market snapshot
- Symbol
- SVARX
- Price
- $23.94
- Day change
- +0.13%
- Market cap
- $164.5M
- 52-week range
- 23.61-24.6
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Anchor Risk Managed Equity Strategies Fund - Institutional Class (ATESX)
- Flaherty & Crumrine Total Return Fund Inc. (FLC)
- Meeder Moderate Allocation Retail (FLDOX)
- Hartford Schroders US Small Cap Opportunities Fund Class R4 (HOOSX)
- Nationwide WCM Focused Small Cap Fund Class A (NWGPX)
- Nationwide WCM Focused Small Cap Fund Class R6 (NWKEX)
- Hartford Schroders US Small Cap Opportunities Fund (SCUIX)
- Hartford Schroders US Small Cap Opportunities Fund Class SDR (SCURX)
Open Spectrum Low Volatility Fund Investor Class (SVARX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.