C
Abbey Capital Multi Asset Fund Class A MAFAX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
100
Front End Fee
6
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Phone Exchange, Wire Redemption, Retirement Investment
Top Holdings
There are no holdings to display.
Performance
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Beta
7-Day Total Return
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Forward Dividend Yield
Price
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NAV
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52-Week High
Beta / Standard Deviation
Beta
Standard Deviation
Company Information
Provider
Abbey Capital
Manager/Tenure
(Years)
Anthony Gannon (6), Mick Swift (6)
Address
Abbey Capital
Providence RI - 02940-8041
Country
United States
Phone Number
--
Investment Strategy
The investment seeks long-term capital appreciation; current income is a secondary objective. The adviser allocates the fund's assets among a "Managed Futures" strategy, a "Long U.S. Equity" strategy and a "Fixed Income" strategy. The Managed Futures strategy will be achieved by the fund investing in managed futures investments. The Long U.S. Equity strategy will be achieved by the adviser targeting an allocation of approximately 50% of the fund's total assets in a portfolio of one or more U.S. equity index futures. The fund is non-diversified.
Weiss Ratings