Strategas Asset Management, LLC

Statistics as of Apr 02, 2025

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Found total of 3 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Large Blend
Expense Ratio
0.65%
TTM Yield
1.4%
3yr Sharpe
-0.01
YTD Return
1.7%
3yr Return
14.2%
1yr Return
18.1%
Total Assets
$119M
6M Money Flow
$39M
Large Blend
Expense Ratio
0.65%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-6.7%
3yr Return
-
1yr Return
-
Total Assets
$15M
6M Money Flow
$6M
Global Small/Mid Stock
Expense Ratio
0.65%
TTM Yield
2.1%
3yr Sharpe
0.10
YTD Return
6.6%
3yr Return
18.7%
1yr Return
14.0%
Total Assets
$43M
6M Money Flow
$3M