Anchor Risk Mgd Equity Strategies Adv (ATEAX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
At close: 08:00PM EDT
Anchor Risk Mgd Equity Strategies Adv
Omaha, NE 68154
17605 Wright Street
Northern Lights Fund Trust IV
(402) 895-1600
Management information
,Lead manager since 5 September 2016
Garrett Waters is Chief Executive Officer to Anchor Capital. Before joining Anchor Capital in 2009 Garrett began his investment career in New York City with J.P. Morgan Investment Management within its Institutional Investment Management division, then as a principal with Barclays Global Investors. Mr. Waters was involved in institutional and private fund management with Hollencrest Capital Management in 2001 and Pacific Financial Advisers. Garrett is a graduate of Villanova University with a degree in business. Garrett is the former Commissioner for Beaches, Parks and Recreation for the city of San Clemente and is an active surfer and tennis player. Garrett lives in San Clemente, CA along with his wife and two children.
Morningstar style box
Yahoo partners with Morningstar, a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box, which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryLong-Short Equity
Fund familyAnchor
Net assets295.22M
YTD return5.56%
Yield0.99%
Morningstar rating★★★
Inception date5 Sept 2016
Fund operations
Last dividend0.22
Last cap gain4.00
Holdings turnover0.00%
Average for categoryN/A
Fees and expenses
ExpenseATEAXCategory average
Annual report expense ratio (net)2.27%1.92%
Prospectus net expense ratio2.27%N/A
Prospectus gross expense ratio2.27%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.33%
Max deferred sales loadN/A1.14%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
© 2024 Yahoo. All rights reserved.