ROSOX Mutual Fund

ROSOX Mutual Fund

NAV$10.27
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Fund Essentials

Net Assets
$882,624.42
Expense Ratio
1.10%
Dividend Yield (Current)
1.40%
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-2.60%
1 Year-2.95%
3 Year-8.66%
5 Year-0.21%

Asset Allocation

Stocks: 100.00%
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Dividend Summary

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Dividend Yield (Current)
1.40%
Frequency
Annually
Latest Distribution
$0.56
-

Peer Comparison

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

ROSOX Mutual Fund Overview

ROSOX Mutual Fund (Rondure Overseas Fund) is managed by Rondure Global Advisors with $882,624.42 in net assets. ROSOX expense ratio is 1.10%, holding 79 positions across various sectors. Inception date: 2017-05-01.

ROSOX performance shows a YTD return of -2.60%. The 1-year return is -2.95% and the 5-year return is -0.21%. ROSOX dividend yield stands at 1.40%, paid annually.

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

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