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Iron Horse A (IRHAX) Fund Ranking and Research

Ranking, Research and Recommendation of Iron Horse A (IRHAX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Iron Horse A Fund (IRHAX) ManagerFund Manager - John Pearce

Fund Manager Information

Fund Manager Tenure: 8.3 years
Fund Family: Van Hulzen Asset Management, LLC
Fund Category: Option Writing
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.61)     (What does this score mean?)

 

 

Iron Horse A (IRHAX) Fund Strength What we like about Iron Horse A (IRHAX) Fund

Data for Iron Horse A Fund (IRHAX) as of May 30, 2016

  • Iron Horse A Fund (IRHAX) management has been with Iron Horse A Fund for 8.3 years
  • Iron Horse A Fund (IRHAX) has good short-term performance (1-year return 0.24% vs -1.35% Option Writing category median performance)
  • Iron Horse A Fund (IRHAX) has good mid-term performance (3-year return 4.68% vs 3.71% Option Writing category median performance)

Iron Horse A Fund (IRHAX) Weakness What we are cautious about Iron Horse A (IRHAX) Fund

Data for Iron Horse A Fund (IRHAX) as of May 30, 2016

  • Iron Horse A Fund (IRHAX) ratio of up-years vs down years can be improved
  • Iron Horse A Fund (IRHAX) has a Morningstar rating of 3 and below
  • Iron Horse A Fund (IRHAX) has an annual stock turnover rate of 265.00% that is higher than the Option Writing average of 50.21%. This could mean Iron Horse A is more nimble, but also signal potential high tax impact and high trading fees
  • Iron Horse A Fund (IRHAX) is more volatile than its peers as it has a 3-year Standard Deviation of 5.91 that is higher than category average of 5.86
  • Iron Horse A Fund (IRHAX) has a higher expense ratio of 1.57% than its Option Writing average of 1.45%
  • Iron Horse A Fund (IRHAX) carries a 5.75% load
See Iron Horse A Fund (IRHAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Iron Horse A Fund (IRHAX)Compare with other top Option Writing category mutual funds

Aadditional top Option Writing mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Iron Horse A2.230.244.680
Glenmede Secured Options (GTSOX)-1.121.996.246.79Compare

See top fund managers for Option Writing Category Funds

 

Compare Iron Horse A Fund (IRHAX)Compare with Option Writing category ETFs

Some Option Writing ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares S&P 500 BuyWrite ETF (PBP)0.51%1.22%5.33%

 

Graph of Iron Horse A Fund (IRHAX) Net Asset TrackingIron Horse A (IRHAX) Fund Net Asset

Track net asset change of Iron Horse A fund (IRHAX)

DateNet Asset
05/2016$17.43M
03/2016$17.54M
02/2016$17.31M
More historic net asset information on Iron Horse A Fund (IRHAX)

  

Graph of Iron Horse A Fund (IRHAX) Portfolio TrackingIron Horse A (IRHAX) Fund Portfolio Allocation

Track portfolio allocation change of Iron Horse A fund (IRHAX)

DateCashStockBondOther
03/20166.12%93.88%0%0%
12/20154.38%95.62%0%0%
09/201511.26%87.74%0%1%
Click here to see more historic asset allocation information on Iron Horse A Fund (IRHAX)

 

graph of Iron Horse A Fund (IRHAX) Top 10 Position TrackingTop 10 Holdings in Iron Horse A (IRHAX) Fund

Discover what Iron Horse A Fund (IRHAX) manager is buying

Mar 30, 2016
Southern Company (The) Common S [4.1%]
Facebook, Inc. [4.03%]
Johnson & Johnson Common Stock [4.01%]
Alphabet Inc. [3.92%]
Berkshire Hathaway Inc B [3.48%]
Cisco Systems, Inc. [2.68%]
PP&L Corporation Common Stock [2.56%]
Exxon Mobil Corporation Common [2.53%]
General Electric Company Common [2.47%]
Danaher Corporation Common Stoc [2.38%]

Dec 30, 2015
SPDR® S&P 500 ETF [10.83%]
Pepsico, Inc. Common Stock [3.29%]
Johnson & Johnson Common Stock [3.16%]
Southern Company (The) Common S [3.01%]
Philip Morris International Inc [2.89%]
Facebook, Inc. [2.89%]
Verizon Communications Inc. Com [2.55%]
Exxon Mobil Corporation Common [2.52%]
Danaher Corporation Common Stoc [2.17%]
PP&L Corporation Common Stock [1.94%]

Sep 29, 2015
Facebook, Inc. [3.8%]
Alphabet Inc. [3.5%]
Johnson & Johnson Common Stock [3.3%]
Southern Company (The) Common S [3.29%]
Bristol-Myers Squibb Company Co [3.26%]
Apple Inc. [3.22%]
Philip Morris International Inc [3.02%]
Exxon Mobil Corporation Common [2.97%]
Verizon Communications Inc. Com [2.76%]
Click here for Stock Holding Change Map in Iron Horse A Fund (IRHAX)

  

Latest News on Iron Horse A (IRHAX) Fund

See what is happening with Iron Horse A Fund (IRHAX)

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