Nasdaq - Delayed Quote USD

Fintrust Income and Opportunity A (HROAX)

12.24 +0.05 (+0.41%)
As of 8:05 AM EST. Market Open.
Loading Chart for HROAX
DELL
  • Previous Close 12.19
  • YTD Return 12.11%
  • Expense Ratio 2.26%
  • Category Derivative Income
  • Last Cap Gain -5.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 33.97M
  • Beta (5Y Monthly) 0.64
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 739.85%
  • Last Dividend --
  • Inception Date Jan 21, 2016

The fund's investment objective is total return comprised of income and capital appreciation. To meet its investment objective, it will invest primarily in domestic equity securities that in the opinion of the manager have above average intellectual property portfolios and other characteristics, like strong earnings and dividend growth relative to their sector competitors and that are members of the S&P 1500 Composite. It is non-diversified.

FinTrust

Fund Family

Derivative Income

Fund Category

33.97M

Net Assets

2016-01-21

Inception Date

Performance Overview: HROAX

View More

Trailing returns as of 11/7/2024. Category is Derivative Income.

YTD Return

HROAX
12.11%
Category
11.36%
?

1-Year Return

HROAX
25.13%
Category
28.59%
?

3-Year Return

HROAX
3.48%
Category
9.08%
?

5-Year Return

HROAX
5.97%
Category
8.21%
?

People Also Watch

Holdings: HROAX

View More

Top 9 Holdings (50.80% of Total Assets)

SymbolCompany% Assets
GOIXX
Money Market Obligations Trust - Federated Government Obligations Fund 14.69%
NVDA
NVIDIA Corporation 7.63%
SMCI
Super Micro Computer, Inc. 5.48%
REGN
Regeneron Pharmaceuticals, Inc. 4.87%
TSLA
Tesla, Inc. 4.07%
AMZN
Amazon.com, Inc. 3.98%
BABA
Alibaba Group Holding Limited 3.71%
EXPE
Expedia Group, Inc. 3.24%
JBLU
JetBlue Airways Corporation 3.13%

Sector Weightings

Recent News: HROAX

View More

Research Reports: HROAX

View More

Top Mutual Funds