ATCSX – Anchor Risk Mgd Income Strategies Instl Investment Strategy | Morningstar

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Strategy

The investment seeks to provide long-term growth of capital while providing current income. The fund seeks to achieve its investment objective, utilizing a fund of funds structure, by allocating assets among worldwide market segments based on the adviser's research and analysis regarding market trends. It invests its assets (plus the amount of borrowings,if any) in long and short positions in unaffiliated exchange-traded funds,open-end and closed-end mutual funds and derivative instruments. The fund primarily takes long and short positions in underlying funds and derivatives instruments in domestic and worldwide markets.

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
ATCAX	Anchor Risk Managed Income Strategies Fund Advisor Class Shares	No Load	Open			Sep 11, 2020	$6.96M	2.920%	High	$1,000	−$7.01M
ATCSX	Anchor Risk Managed Income Strategies Fund Institutional Class	Institutional	Open			Sep 29, 2015	$7.26M	3.170%	High	$1,000	−$4.89M

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