Iron Strategic Income Fund

Scorecard
4 / 5 Stars
Lipper
5 5 3 2 5
Zacks Investment Research
3 (Hold)
Standard & Poor's
---
TheStreet.com
D+ (Sell)

U.S. News evaluated 75 Nontraditional Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 6.95 percent over the past year, 4.44 percent over the past three years, and 11.06 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 1.9%
1 Year 7.0%
3 Years (Annualized) 4.4%
5 Years (Annualized) 11.1%
10 Years (Annualized) N/A

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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 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.

Fees

Fees are Above Average compared to funds in the same category.
Iron Strategic Income Fund has an expense ratio of 1.49 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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See Also:

Top Iron Funds Funds