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 37 positions across sectors including Unknown, Financials, Information Technology. Inception date: 2016-01-21.
HROAX performance shows a YTD return of -6.48%. The 1-year return is 0.18% and the 5-year return is 4.73%. HROAX dividend yield stands at 9.94%, paid annually.
HROAX top holdings include Federated Government 2026-01-02 (7.5%), United States Treasury Note 0.63% Jul 31/26 (5.7%), Global X Silver Miners ETF (5.2%), Wesco International Inc (5.0%), Kingstone Cos Inc (4.3%). View all HROAX holdings, sector breakdown, or dividend history.
HROAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HROAX alternatives are available via the screener, along with tax-loss harvesting opportunities.