Abbey Capital Futures Fund Quote

ABYIX Fund  USD 10.90  0.01  0.09%   

Performance

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Weak
 
Strong

Odds Of Distress

Low

 
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Low
Abbey Capital is trading at 10.90 as of the 21st of March 2025; that is 0.09 percent down since the beginning of the trading day. The fund's open price was 10.91. Abbey Capital has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Note, on March 1, 2023, Senator Thomas R Carper of US Senate acquired under $15k worth of Abbey Capital Futures's common stock.
The adviser allocates the funds assets between a Managed Futures strategy and a Fixed Income strategy. The Managed Futures strategy will be achieved by investing a portion of its assets in the Onshore Subsidiary and up to 25 percent of its total assets in the Cayman Subsidiary. More on Abbey Capital Futures

Moving together with Abbey Mutual Fund

  1.0ABYAX Abbey Capital FuturesPairCorr
  0.84ABYCX Abbey Capital FuturesPairCorr
  0.77MAFAX Abbey Capital MultiPairCorr
  0.82MAFCX Abbey Capital MultiPairCorr
  0.77MAFIX Abbey Capital MultiPairCorr

Moving against Abbey Mutual Fund

  0.77VIITX Vanguard InstitutionalPairCorr
  0.57NHS Neuberger Berman HighPairCorr
  0.32AQMRX Aqr Managed FuturesPairCorr

Abbey Mutual Fund Highlights

Fund ConcentrationAbbey Capital Funds, Large Blend Funds, Systematic Trend Funds, Systematic Trend, Abbey Capital, Large Blend, Systematic Trend (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date31st of December 2022
Fiscal Year EndAugust
Abbey Capital Futures [ABYIX] is traded in USA and was established 21st of March 2025. Abbey Capital is listed under Abbey Capital category by Fama And French industry classification. The fund is listed under Systematic Trend category and is part of Abbey Capital family. This fund presently has accumulated 2.77 B in assets under management (AUM) with minimum initial investment of 1000 K. Abbey Capital Futures is currently producing year-to-date (YTD) return of 0.73% with the current yeild of 0.02%, while the total return for the last 3 years was 1.43%.
Check Abbey Capital Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Abbey Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Abbey Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Abbey Capital Futures Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Abbey Capital Top Holders

SIRZXSierra E RetirementMutual FundTactical Allocation
SIRAXSierra E RetirementMutual FundTactical Allocation
SIRRXSierra E RetirementMutual FundTactical Allocation
SIRIXSierra E RetirementMutual FundTactical Allocation
SIRJXSierra E RetirementMutual FundTactical Allocation
SIRCXSierra E RetirementMutual FundTactical Allocation
More Details

Abbey Capital Futures Risk Profiles

Abbey Capital Against Markets

Other Information on Investing in Abbey Mutual Fund

Abbey Capital financial ratios help investors to determine whether Abbey Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Abbey with respect to the benefits of owning Abbey Capital security.
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