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Fintrust Income and Opportunity A (HROAX)

12.24 +0.05 (+0.41%)
As of 8:05 AM EST. Market Open.

Investment Information

Min Initial Investment
2,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
0.25
Min Subsequent Investment
25
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Commonwealth Universe
  • Pershing Retirement Plan Network
  • Commonwealth (PPS Access Program)
  • Commonwealth (PPS/Advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

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.

Fund Overview

Category Derivative Income
Fund Family FinTrust
Net Assets 33.97M
YTD Return 12.11%
Yield 0.00%
Morningstar Rating
Inception Date Jan 21, 2016

Performance & Risk

YTD Return 15.80%
5y Average Return 6.33%
Rank in Category (ytd) 53
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.64
Morningstar Risk Rating

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