ABRTX — ABR Dynamic Blend Equity and Volatility Fund - Investor Shares

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.

Company profile

• Sector: Financial Services
• Industry: Asset Management
• Country: US
• Exchange: NASDAQ
• Website: https://abrdynamicfunds.com/mutual-funds-abr-dynamic-blend-equity-and-volatility-fund/

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Educational tool only — not investment advice.