GRIOX Mutual Fund

GRIOX Mutual Fund (Greenspring Income Opportunities Fund Class Institutional) is managed by Greenspring Fund Inc. with $444.9M in net assets. GRIOX expense ratio is 0.85%, holding 116 positions across sectors including Financials, Consumer Discretionary, Industrials. Inception date: 2021-12-15.

GRIOX performance shows a YTD return of 2.91%. The 1-year return is 4.06%. GRIOX dividend yield stands at 5.49%, paid monthly.

GRIOX top holdings include First Am Treas Obli-X (3.2%), Viasat Inc 144a 6.500000% 07/15/2028 (1.5%), Helix Energy Solutions Group Inc 9.75 03/01/2029 (1.4%), Lions Gate Capital Holdings 1 Inc 5.5% 04/15/2029 (1.4%), Clariv Sci Hld Corp 3.875 07/01/2028 (1.4%). Go to all GRIOX holdings, GRIOX sectors, or GRIOX dividends.

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