ABR Dynamic Blend Equity and Volatility Fund - Investor Shares (ABRTX)
ABR Dynamic Blend Equity and Volatility Fund - Investor Shares operates in the Asset Management industry of the Financial Services sector, headquartered in Portland, ME, US. The stock last traded at $11.65, up 0.26% on the session, giving a market capitalisation of $91.9M. Its beta of 0.88 implies it has historically moved less than the broad market.
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.
ABR Dynamic Blend Equity and Volatility Fund - Investor Shares is most often compared with the following Financial Services names: