USAFAtlas America Fund
Seeks stable returns across a variety of economic and financial market conditions consistent with the preservation of capital.
By Atlas Fund · Launched 2024
Annual Cost
0.89%
#4,672 of 5,861 · expensive
Fund Size
$18M
#4,554 of 5,861 · small
Dividend YieldGoal
2.45%
Track Record
1 year
#3,854 of 5,861 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,763+7.6%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 70.2% of fund✓ diversified through underlying funds
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST
9.4%
Ishares Gold Trust Micro
8.8%
World Gold Trust
8.8%
iShares Trust
8.2%
Vanguard Scottsdale Funds
7.7%
Schwab Strategic Trust
6.7%
iShares Trust
6.7%
SPDR Series Trust
6.7%
Simplify Exchange Traded Funds
3.8%
RBB FUND INC (THE)
3.4%
Asset allocation
Bonds
41.1%
Stocks
22.9%
Other
20.7%
Cash
15.3%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
5.8%Low
Year-on-year price swings
Max drawdown
-4.5%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Bond profile
Duration
2.5 years
Avg maturity
9.8 years
Credit ratings
US Government
41.5%
AAA
31.9%
AA
68.1%
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks stable returns across a variety of economic and financial market conditions consistent with the preservation of capital.
- Strategy
- Actively manages a portfolio primarily invested in REITs, investment grade fixed income, gold trusts, and equity securities of U.S. and non-U.S. companies. Aims for low correlation with broad equity markets to preserve capital.
- Inception date
- November 19, 2024
- Fund family
- Atlas Fund
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Data updated on 2026-08-04