HROAX Mutual Fund

HROAX Mutual Fund (Fintrust Income and Opportunity Fund Class A) is managed by FinTrust Funds with $60,000 in net assets. HROAX expense ratio is 2.50%, holding 37 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2016-01-21.

HROAX performance shows a YTD return of -3.05%. The 1-year return is -2.71% and the 5-year return is 3.09%. HROAX dividend yield stands at 9.77%, paid annually.

HROAX top holdings include MONEY MARKET FUND (7.5%), United States Treasury Notes 0375% 11-30-25 (5.7%), Global X Silver Miners ETF (5.2%), Wesco International Inc (5.0%), Kingstone Cos Inc (4.3%). Go to all HROAX holdings, HROAX sectors, or HROAX dividends.

HROAX can be compared against other funds. Use HROAX overlap to find shared positions, or HROAX vs another fund for a side-by-side view. HROAX alternatives are available via the screener, along with tax-loss harvesting opportunities.