IRONX - Ironclad Managed Risk Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Ironclad Managed Risk Fund

Investment Managers Series Tr (Ironclad)

P.O. Box 2175

Milwaukee, WI 53201

Management Information
Rudy Aguilera,Lead Manager since October 13, 2010
Rudy Aguilera has served as Ironclad Investments LLC ’s Chief Investment Officer and Portfolio Manager since its founding in 2010. From 2004 to 2010, Mr. Aguilera was a Principal of Helios, LLC (“Helios”), a registered investment advisor that offered investment advisory services. During this time, Mr. Aguilera served as the founding Principal and Chief Investment Officer of Helios. For the past four years, Mr. Aguilera has taught risk management to investment professionals as an instructor at the Chicago Board Options Exchange (“CBOE”).
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

Fund FamilyIronclad Funds
Net Assets95.22M
YTD Return3.23%
Morningstar Rating★★★
Inception DateOct 13, 2010

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover0.00%
Average for CategoryN/A

Fees & Expenses

ExpenseIRONXCategory Average
Annual Report Expense Ratio (net)1.25%1.42%
Prospectus Net Expense Ratio1.25%N/A
Prospectus Gross Expense Ratio1.39%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.52%
Max Deferred Sales LoadN/A1.00%
3 Yr Expense Projection397N/A
5 Yr Expense Projection686N/A
10 Yr Expense Projection1,511N/A