ARBOX Mutual Fund

ARBOX Mutual Fund (Absolute Convertible Arbitrage Fund Investor Class) is managed by Absolute Funds with $334.2M in net assets. ARBOX expense ratio is 1.61%, holding 281 positions across sectors including Financials, Consumer Staples, Energy. Inception date: 2021-02-25.

ARBOX performance shows a YTD return of 3.55%. The 1-year return is 4.21% and the 5-year return is 4.22%. ARBOX dividend yield stands at 5.28%, paid semi-annually.

ARBOX top holdings include Margin - Wells Fargo (29.3%), First Am Treas Obli-X (16.3%), Margin - Morgan Stanley (11.8%), Morgan Stanley Institutional Liquidity Funds - Treasury Securities Portfolio (2.9%), Ezcorp, Inc. (2.0%). Go to all ARBOX holdings, ARBOX sectors, or ARBOX dividends.

ARBOX can be compared against other funds. Use ARBOX overlap to find shared positions, or ARBOX vs another fund for a side-by-side view. ARBOX alternatives are available via the screener, along with tax-loss harvesting opportunities.