HROAX Mutual Fund
HROAX Mutual Fund
HROAX Mutual Fund
Fintrust Income and Opportunity Fund Class A
HROAX Mutual Fund Overview
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 39 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2016-01-21.
HROAX performance shows a YTD return of 0.33%. The 1-year return is -3.67% and the 5-year return is 4.98%. HROAX dividend yield stands at 9.44%, paid annually.
HROAX top holdings include United States Treasury Notes 4.75% Nov 15/53 (5.9%), First Solar, Inc (5.5%), Cisco Systems Inc. - Ordinary Shares (5.4%), Wesco International Inc (5.4%), Brightsphere Investment Group Plc (5.2%). 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.