Nasdaq - Delayed Quote USD

Ironclad Managed Risk (IRONX)

11.10 +0.11 (+1.00%)
At close: 6:46 PM EDT

Investment Information

Min Initial Investment
2,500
Min Initial Investment, IRA
25
Min Initial Investment, AIP
25
Min Subsequent Investment
2,500
Min Subsequent Investment, IRA
5
Min Subsequent Investment, AIP
1

Broker Availability

  • Comerica Bank
  • Mid Atlantic Capital Corp
  • Schwab Institutional
  • JPMorgan
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 11.01.2023
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Ameriprise Brokerage
  • Commonwealth Universe
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation RTC
  • Scottrade TF
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • Securities America Inc.
  • DailyAccess Corporation MATC
  • LPL SWM - 01.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

Under normal circumstances, the fund's primary strategy consists of selling and purchasing put and call options on equity indexes and exchange traded funds ("ETFs"). The sale of put options generates income for the fund, but exposes it to the risk of declines in the value of the underlying assets. The risk in purchasing options is limited to the premium paid by the fund for the options.

Fund Overview

Category Options Trading
Fund Family Ironclad Funds
Net Assets 156.13M
YTD Return 6.86%
Yield 0.00%
Morningstar Rating
Inception Date Oct 14, 2010

Performance & Risk

YTD Return 3.29%
5y Average Return 7.65%
Rank in Category (ytd) 14
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.50
Morningstar Risk Rating

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