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Adaptive Investments Funds

Adaptive Investments is a company that sells mutual funds with $671M in... Adaptive Investments is a company that sells mutual funds with $671M in assets under management. The average expense ratio from all mutual funds is . Liquid error: internal of all the mutual funds are no load funds. The oldest fund launched was in 2009. The average manager tenure for all managers at Adaptive Investments is years. The company offers investors 7 mutual funds, in terms of the number of individual fund symbols. View more View less

Adaptive Investments is a company that sells mutual funds with $671M in assets under management. The average expense ratio from all mutual funds is . Liquid error: internal of all the mutual funds... Adaptive Investments is a company that sells mutual funds with $671M in assets under management. The average expense ratio from all mutual funds is . Liquid error: internal of all the mutual funds are no load funds. The oldest fund launched was in 2009. The average manager tenure for all managers at Adaptive Investments is years. The company offers investors 7 mutual funds, in terms of the number of individual fund symbols. View more View less

Overview

Returns

Income

Allocations

Fees

About

Security Type
Management Style
Share Class Type
Share Class Account
As of 6/12/26
Adaptive Alpha Opportunities ETF

AGOX | Active ETF

$35.04

+1.42%

$386.71 M

2.63%

$0.92

28.78%

17.46%

9.01%

-

1.33%

Adaptive Hedged Multi-Asset Income ETF

AMAX | Active ETF

$7.69

+0.13%

$63.84 M

12.30%

$0.95

7.89%

8.27%

-

-

2.16%

Sector Rotation Fund

NAVFX | Fund | Individual

$19.18

+0.37%

$45.20 M

0.00%

-

18.89%

16.80%

9.47%

11.08%

2.04%

RH Tactical Rotation ETF

RHRX | Active ETF

$21.95

+0.59%

$36.14 M

0.00%

-

38.44%

21.24%

-

-

2.39%

RH Tactical Outlook ETF

RHTX | Active ETF

$20.01

+0.50%

$8.24 M

0.00%

-

22.74%

14.47%

-

-

3.25%

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