Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Anchor Capital Mutual Funds
View all of Anchor Capital’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Anchor Capital Funds List
Share Class Type
1 to 6 of 6 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Anchor Risk Mgd Equity Strategies Instl | ATESX | Long-Short Equity | 6.03% | 66 | 2.270% | High | Institutional | $1,000 | ||
| Anchor Risk Mgd Equity Strategies Adv | ATEAX | Long-Short Equity | 6.14% | 65 | 2.010% | High | No Load | $1,000 | ||
| Anchor Risk Mgd Global Strategies Adv | ATAGX | Long-Short Equity | 3.47% | 78 | 2.210% | High | No Load | $1,000 | ||
| Anchor Risk Mgd Global Strategies Insl | ATGSX | Long-Short Equity | 3.32% | 84 | 2.460% | High | Institutional | $1,000 | ||
| Anchor Risk Mgd Income Strategies Instl | ATCSX | Nontraditional Bond | 4.43% | 14 | 2.410% | High | Institutional | $1,000 | ||
| Anchor Risk Mgd Income Strategies Adv | ATCAX | Nontraditional Bond | 4.67% | 13 | 2.160% | High | No Load | $1,000 |
Anchor Capital Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank