Strategas Asset Management, LLC

Statistics as of May 27, 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
0.00%
TTM Yield
1.3%
3yr Sharpe
0.20
YTD Return
11.4%
3yr Return
32.7%
1yr Return
28.6%
Total Assets
$159M
6M Money Flow
$64M
Large Blend
Expense Ratio
0.00%
TTM Yield
0.7%
3yr Sharpe
-
YTD Return
-4.0%
3yr Return
-
1yr Return
4.0%
Total Assets
$15M
6M Money Flow
$3M
Global Small/Mid Stock
Expense Ratio
0.00%
TTM Yield
2.0%
3yr Sharpe
0.33
YTD Return
9.7%
3yr Return
31.2%
1yr Return
17.2%
Total Assets
$49M
6M Money Flow
$5M