Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Abbey Capital Mutual Funds
View all of Abbey 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.
Abbey Capital Mutual Funds List
1 to 6 of 6 Results
|
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Portfolio ESG Risk Rating
|
Total Return
YTD
|
Total Return Rank in Category (Day End)
YTD, Day End
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Abbey Capital Futures Strategy Fund Class A | ABYAX | Systematic Trend | — | 10.29% | 71 | 2.040% | High | Front Load | $2,500 | |
| Abbey Capital Futures Strategy Fund Class I | ABYIX | Systematic Trend | — | 10.14% | 70 | 1.790% | High | Institutional | $1M | |
| Abbey Capital Futures Strategy Fund Class C | ABYCX | Systematic Trend | — | 9.75% | 72 | 2.790% | High | Level Load | $2,500 | |
| Abbey Capital Multi Asset Fund Class A | MAFAX | Multi-Asset Overlay | — | 16.49% | — | 2.050% | Low | Front Load | $2,500 | |
| Abbey Capital Multi Asset Fund Class I | MAFIX | Multi-Asset Overlay | — | 16.53% | — | 1.800% | Average | Institutional | $1M | |
| Abbey Capital Multi Asset Fund Class C | MAFCX | Multi-Asset Overlay | — | 15.79% | — | 2.800% | Low | Level Load | $2,500 |
Abbey 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
United States