FARIX Mutual Fund (Fulcrum Diversified Absolute Return Fund Institutional Class) is managed by Fulcrum with $151.0M in net assets. FARIX expense ratio is 1.28%, holding 1347 positions across sectors including Other, Financials, Unknown. Inception date: 2015-07-31.

FARIX performance shows a YTD return of 3.05%. The 1-year return is 10.16% and the 5-year return is 4.60%. FARIX dividend yield stands at 6.91%, paid annually.

FARIX top holdings include Treasury Bill Apr 30, 2026 (5.7%), Treasury Bill Feb 26, 2026 (5.1%), Treasury Bill Apr 02, 2026 (5.1%), Treasury Bill 0% Mar 19, 2026 (5.0%), Treasury Bill Apr 16, 2026 (4.9%). View all FARIX holdings, sector breakdown, or dividend history.

FARIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FARIX alternatives are available via the screener, along with tax-loss harvesting opportunities.