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Iron Strategic Income Investor (IRNIX)

10.66 Up 0.01(0.09%) May 27
Prev Close:10.65
YTD Return*:4.09%
Net Assets*:163.63M
Yield*:2.53%

* As of 30-Apr-16

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for IRNIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Eaton Vance Income Fund of Boston I6.33N/A
Vanguard High-Yield Corporate Adm6.03N/A
Federated Instl High Yield Bond Instl5.95N/A
Janus High-Yield I5.13N/A
BlackRock High Yield Bond K4.58N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:163.63M
Category:Nontraditional Bond
Annual Report Expense Ratio (net):1.54%

Performance & Risk

YTD Return:4.09%
5y Avg Return:2.07%
Rank in Category (ytd):14
% Rank in Category (ytd):3.08%
Beta (3y):0.19
Morningstar Risk Rating:4

Fund Summary

The investment seeks to maximize total return. The fund seeks to attain its investment objective by strategically adjusting the portfolio's market exposure, typically to fixed income markets, including high yield securities, convertible bonds and cash. The fund's adviser, IRON Financial, LLC, employs a top down approach that includes a review of fundamental and quantitative factors to determine the desired economic exposure at any given time. This total return approach strives to earn interest income on securities held in the fund's portfolio and to generate capital appreciation through strategic adjustments of the fund's assets. View More
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