Nasdaq - Delayed Quote USD

Absolute Capital Asset Allocator Inv (AAMCX)

10.90
+0.08
+(0.74%)
At close: June 6 at 8:00:03 PM EDT

Investment Information

Min Initial Investment
100,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
1
Min Subsequent Investment
100
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Schwab Institutional
  • (Junk)CommonWealth PPS
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • CommonWealth NTF
  • Commonwealth Universe
  • Ameritas NTFN
  • Scottrade NTF
  • Thrivent – Advisory Eligible
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • H Beck Inc.
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Allowab (non-advisory)

Fund Summary

The fund seeks to achieve its investment objective by investing directly or indirectly through other investment companies, including mutual funds, exchange traded funds ("ETFs") and closed-end funds (collectively, "underlying funds") in domestic and foreign (including emerging markets) (i) fixed income securities of any maturity or credit quality (including "junk bonds"); (ii) equity securities of any market capitalization; and (iii) exchange traded notes ("ETNs").

Fund Overview

Category Tactical Allocation
Fund Family Absolute Capital
Net Assets 52.49M
YTD Return 0.65%
Yield 0.00%
Morningstar Rating
Inception Date Dec 18, 2015

Performance & Risk

YTD Return 1.12%
5y Average Return 5.01%
Rank in Category (ytd) 57
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.83
Morningstar Risk Rating

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