SVARX Mutual Fund (Spectrum Low Volatility Fund Investor Class) is managed by Advisors Preferred with $161.8M in net assets. SVARX expense ratio is 2.99%, holding 34 positions across sectors including Unknown, Other, Financials. Inception date: 2013-12-16.

SVARX performance shows a YTD return of 1.14%. The 1-year return is 4.12% and the 5-year return is 3.07%. SVARX dividend yield stands at 5.88%, paid quarterly.

SVARX top holdings include Aqr Eqt Mkt Ntrl Fd (10.8%), Nw Stra In Fd-R6 (10.6%), Jpmorgan Tr Iv (10.2%), AXNC-STR INC-I (5.9%), Hlbrk-Str In-I (5.4%). View all SVARX holdings, sector breakdown, or dividend history.

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