About HROAX
M3Sixty Income and Opportunity Fund Class A is a diversified mutual fund designed to deliver a total return by combining income generation and capital appreciation. The fund primarily invests in domestic equity securities, selecting companies that, in the view of its management, possess above-average intellectual property portfolios, strong earnings, and superior dividend growth compared to sector peers. It focuses on members of the S&P 1500 Composite, ensuring broad exposure across the U.S. equity market. In addition to traditional equity investments, the fund enhances its income potential through strategies involving short selling and option writing, such as earning premiums from selling options. It may also allocate assets to other investment vehicles, including exchange-traded funds. Within its portfolio, the fund tends to overweight sectors like communication services and financials relative to its category peers, reflecting its active approach to sector allocation. By integrating growth and income strategies, M3Sixty Income and Opportunity Fund Class A serves as a versatile instrument for investors seeking a blend of dividend income and opportunities for capital growth within the U.S. equity market.
Fund Family M3Sixty
Category Derivative Income
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol HROAX
Share Class Class A Shares
Index S&P 500 TR
HROAX had a total return of 9.12% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.56%.
