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Morningstar

Anchor Risk Mgd Global Strategies Insl ATGSX

Morningstar Medalist Rating
Medalist Rating as of | See Anchor Capital Investment Hub
  • NAV / 1-Day Return 10.44  /  +0.10 %
  • Total Assets 23.9 Mil
  • Adj. Expense Ratio
    2.460%
  • Expense Ratio 2.460%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Long-Short Equity
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.61%
  • Turnover 50%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:10 PM GMT+0

Morningstar’s Analysis ATGSX

Will ATGSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ATGSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ATGSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of ATGSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Anchor Risk Mgd Global Strategies Insl to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ATGSX

More ATGSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 51.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares MSCI EAFE ETF

51.72 14.5 Mil
—

Us Dollar Future

21.37 6.0 Mil
Cash and Equivalents

Us Dollars

14.71 4.1 Mil
Cash and Equivalents

First American Government Obligs X

12.23 3.4 Mil
Cash and Equivalents

Us Dollar Broker

0.00 515
Cash and Equivalents

E-mini Nasdaq 100 Future Dec 23

0.00 0
—

MSCI EAFE Index Future Dec 23

0.00 0
—

E-mini S&P 500 Future Dec 23

0.00 0
—

Cash

−0.04 −10,050
Cash and Equivalents