ROSIX Mutual Fund

ROSIX Mutual Fund

NAV$10.26
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Fund Essentials

Net Assets
$5M
Expense Ratio
0.85%
Dividend Yield (Current)
1.99%
Holdings
79
Inception Date
May 1, 2017
Fund Family
Rondure Global Advisors
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually
SEC 30-Day Yield
PRO

Performance

YTD-2.59%
1 Year-2.76%
3 Year-9.09%
5 Year-0.38%

Asset Allocation

Stocks: 100.00%
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Dividend Summary

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Dividend Yield (Current)
1.99%
Frequency
Annually
Latest Distribution
$0.59
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

ROSIX Mutual Fund Overview

ROSIX Mutual Fund (Rondure Overseas Fund) is managed by Rondure Global Advisors with $5.0M in net assets. ROSIX expense ratio is 0.85%, holding 79 positions across various sectors. Inception date: 2017-05-01.

ROSIX performance shows a YTD return of -2.59%. The 1-year return is -2.76% and the 5-year return is -0.38%. ROSIX dividend yield stands at 1.99%, paid annually.

ROSIX top holdings include a diversified portfolio. Go to all ROSIX holdings, ROSIX sectors, or ROSIX dividends.

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