HIOIX Mutual Fund

HIOIX Mutual Fund (Fintrust Income and Opportunity Fund Class I) is managed by FinTrust Funds with $15.3M in net assets. HIOIX expense ratio is 2.25%, holding 37 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2016-01-21.

HIOIX performance shows a YTD return of -4.71%. The 1-year return is 0.40% and the 5-year return is 3.96%. HIOIX dividend yield stands at 9.45%, paid annually.

HIOIX 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 HIOIX holdings, HIOIX sectors, or HIOIX dividends.

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