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SVARX
Spectrum Low Volatility Fund Investor Class

SVARX Mutual Fund Price & Analysis

The Spectrum Low Volatility Fund Investor Class (SVARX) is a mutual fund that aims to provide investors with a stable and consistent return by investing in a diversified portfolio of low volatility stocks. This fund is designed for risk-averse investors who are looking for a more conservative investment option. With a focus on minimizing volatility, SVARX seeks to provide a steady stream of income while also preserving capital. This mutual fund is suitable for those who are looking for a lower risk investment option with potential for long-term growth.

SVARX Mutual Fund Chart & Stats

Previous Close$25.01
Sub-CategoryRisk Management
Total Liabilities192.73M
Next Dividend Ex-DateN/A
Expense Ratio2.62%
Holding Count20
Brandadvisors preferred trust
0.71 (2.82%)
CategoryAlternative
Total Assets414.68M
Shares OutstandingN/A
52-Week Range$22.68 - $25.28

Top 10 Holdings

Name
Weight %
PHIYX
Pimco Fds Pacific Invt Mgmt Ser
12.32%
AGDZX
Ab High Income Fund Inc
10.60%
MHYZX
Manning & Napier Fund Inc
10.08%
NHMRX
Nuveen Municipal
9.95%
USD_CASH
United States Treasury Bills
9.06%
PPREX
Principal Funds Inc
6.09%
USD_CASH
Fidelity Institutional Cash Portfolios
5.73%
NPSRX
Nuveen Invt Tr V
5.17%
PFINX
Pimco Fds
5.16%
AXSIX
Axonic Funds
4.99%
Total79.14%

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