Morningstar

ABR 50/50 Volatility Fund Institutional Shares ABRSX

Medalist Rating as of Sep 30, 2026 See ABR Dynamic Funds Investment Hub

Strategy

The investment seeks long-term capital appreciation. The Adviser will, under normal market conditions, manage the fund's assets so that fifty percent (50%) of its net assets are managed in accordance with the Adviser's proprietary "long" volatility strategy, and the remaining fifty percent (50%) of its net assets are managed in accordance with the Adviser's proprietary "short" volatility strategy. The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
ABRJX	ABR 50/50 Volatility Fund Investor Shares	No Load	Open			Oct 11, 2017	$783,276.00	2.750%	High	$2,500	−$5.49M
ABRSX	ABR 50/50 Volatility Fund Institutional Shares	Institutional	Open			Oct 2, 2017	$23.31M	2.500%	High	$100,000	−$11.06M

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