IRONX Mutual Fund

IRONX Mutual Fund (Ironclad Managed Risk Fund) is managed by UMB Fund Services with $244.8M in net assets. IRONX expense ratio is 1.28%, holding 19 positions across sectors including Financials. Inception date: 2010-10-14.

IRONX performance shows a YTD return of 4.60%. The 1-year return is 9.89% and the 5-year return is 9.08%. IRONX dividend yield stands at 0.06%, paid annually.

IRONX top holdings include Ishares Core S&p 500 ETF (47.2%), Vanguard Index Funds S&p 500 Etf Shs (45.7%), Spdr S&p 500 ETF Trust (2.1%), Default Money Market Fiduciary (1.8%), Spx 04/30/26 P6700 04/26 6700.0 Put / (1.8%). Go to all IRONX holdings, IRONX sectors, or IRONX dividends.

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