ARBIX Mutual Fund

ARBIX Mutual Fund (Absolute Convertible Arbitrage Fund Institutional Class) is managed by Absolute Funds with $1.53B in net assets. ARBIX expense ratio is 1.36%, holding 270 positions across sectors including Financials, Consumer Staples, Materials. Inception date: 2017-08-14.

ARBIX performance shows a YTD return of 4.17%. The 1-year return is 6.01% and the 5-year return is 5.58%. ARBIX dividend yield stands at 5.46%, paid semi-annually.

ARBIX top holdings include First Am Treas Obli-X (12.6%), Ezcorp, Inc. (2.5%), Mks Inc 1.25% 06/01/2030 (2.0%), Absolute Flexible Fund (1.9%), Granite Construction Inc Sr Unsecured 06/30 3.25 (1.8%). Go to all ARBIX holdings, ARBIX sectors, or ARBIX dividends.

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