Fulcrum Mutual Funds List
Here you can find all mutual funds issued by Fulcrum and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 1
- Avg. Expense Ratio
- 1.04%
- Avg. 1 Year Return
- 16.53%
- Avg. 5 Year Return
- 5.70%
- Median Risk/Return Score
- 70 / 100
Fulcrum Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fulcrum Diversified Absolute Return Fund | Macro Trading | Jul 30, 2015 | 1.04% | 6.89% | 5.40% | 6.72% | 70 |
Explore top Fulcrum Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Fulcrum Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Fulcrum Diversified Absolute Return Fund | 70 | — | Jul 2015 |
Best-Performing Fulcrum Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Fulcrum Diversified Absolute Return Fund | 5.70% | — | Jul 2015 |
Lowest-Cost Fulcrum Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Fulcrum Diversified Absolute Return Fund | 1.04% | — | Jul 2015 |
Highest-Yield Fulcrum Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Fulcrum Diversified Absolute Return Fund | 6.72% | — | Jul 2015 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.