Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
ABR Dynamic Funds Mutual Funds
View all of ABR Dynamic Funds’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.
ABR Dynamic Funds 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
|
|---|---|---|---|---|---|---|---|---|---|---|
| ABR 50/50 Volatility Instl | ABRSX | Long-Short Equity | 3.27% | 80 | 2.500% | High | Institutional | $100,000 | ||
| ABR 50/50 Volatility Investor | ABRJX | Long-Short Equity | 3.34% | 79 | 2.750% | High | No Load | $2,500 | ||
| ABR 75/25 Volatility Institutional | VOLSX | Long-Short Equity | 4.09% | 73 | 1.750% | Above Average | Institutional | $100,000 | ||
| ABR 75/25 Volatility Investor | VOLJX | Long-Short Equity | 3.49% | 74 | 2.000% | Above Average | No Load | $2,500 | ||
| ABR Dynamic Blend Equity & Volatil Instl | ABRVX | Long-Short Equity | — | 4.13% | 75 | 2.000% | High | Institutional | $100,000 | |
| ABR Dynamic Blend Equity & Volatil Inv | ABRTX | Long-Short Equity | — | 3.37% | 75 | 2.250% | High | No Load | $2,500 |
ABR Dynamic Funds 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