ROSOX Mutual Fund

NAV$10.27

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%

Price Chart (6M)

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Top Holdings

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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
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Category rank, peer-average returns and outperformance, updated daily.
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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. View all ROSOX holdings, sector breakdown, or dividend history.

ROSOX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ROSOX alternatives are available via the screener, along with tax-loss harvesting opportunities.