ATAMX — Anchor Risk Managed Municipal Strategies Fund
Data updated: 2022-07-08
ATAMX — Anchor Risk Managed Municipal Strategies Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. Money Market · $12.01M AUM · 3.54% expense ratio · -8.4% 1-yr return. From SEC regulatory filings.
ATAMX Fund Overview
ATAMX — Anchor Risk Managed Municipal Strategies Fund is a US mutual fund managed by Northern Lights Fund Trust IV, categorised as Money Market. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Northern Lights Fund Trust IV
- Category: Money Market
- Assets under management: $12.01M
- 1-year return: -8.4%
- Ticker: ATAMX
- SEC CIK: 0001644419
- SEC series ID: S000055030
- Share class ID: C000173048
ATAMX Performance
Total returns for ATAMX (as of 2026-08-01), from SEC filings.
| Period | Total return |
|---|---|
| 1 year | -8.4% |
| 3 years (annualised) | -0.8% |
ATAMX Risk Information
Risk metrics for ATAMX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 8.5%
ATAMX Costs and Fees
ATAMX costs about $354 per $10,000 invested per year in fund expenses.
- Net expense ratio: 3.54%
- Gross expense ratio: 3.95%
- Portfolio turnover: 13%
- Brokerage commissions: 3.77 bps of average net assets (SEC N-CEN)
ATAMX Cashflows
Over the 12 months to 2022-05, Anchor Risk Managed Municipal Strategies Fund had net inflows of $26.94M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2022-05 | $357.10K |
| 2022-04 | $986.94K |
| 2022-03 | $5.02M |
| 2022-02 | $1.58M |
| 2022-01 | $4.11M |
| 2021-12 | $962.55K |
ATAMX Debt Constituents
No individual debt constituents are reported in Anchor Risk Managed Municipal Strategies Fund's latest SEC N-PORT filing.
ATAMX Prospectus and SEC Filings
Official Anchor Risk Managed Municipal Strategies Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
Related Funds
Other Money Market funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.