STQAX — AmericaFirst Seasonal Rotation Fund

Data updated: 2020-05-29

STQAX — AmericaFirst Seasonal Rotation Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. United States Value Equity · $2.95M AUM · 2.64% expense ratio. From SEC regulatory filings.

STQAX Fund Overview

STQAX — AmericaFirst Seasonal Rotation Fund is a US mutual fund managed by Dss Americafirst Funds, categorised as United States Value Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.

  • Type: US mutual fund
  • Manager: Dss Americafirst Funds
  • Category: United States Value Equity
  • Assets under management: $2.95M
  • Ticker: STQAX
  • SEC CIK: 0001539996
  • SEC series ID: S000042712
  • Share class ID: C000132069

STQAX Costs and Fees

STQAX costs about $264 per $10,000 invested per year in fund expenses.

  • Net expense ratio: 2.64%
  • Gross expense ratio: 2.98%
  • Portfolio turnover: 497%
  • Brokerage commissions: 26.68 bps of average net assets (SEC N-CEN)

STQAX Cashflows

Over the 12 months to 2020-03, AmericaFirst Seasonal Rotation Fund had net outflows of $1.89M, from monthly SEC N-PORT filings.

MonthNet flow
2020-03−$482.46K
2020-02−$773.33K
2020-01−$630.95K

STQAX Debt Constituents

No individual debt constituents are reported in AmericaFirst Seasonal Rotation Fund's latest SEC N-PORT filing.

STQAX Prospectus and SEC Filings

Official AmericaFirst Seasonal Rotation Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.

Related Funds

Other United States Value Equity 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.