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IRON Equity Premium Income Fund

CALIX:US
NASDAQ GM
12.07
USD
0.05
0.42%
As of 1/22/2018
Fund Type
Open-End Fund
52Wk Range
10.61 - 12.07
1 Yr Return
19.45%
YTD Return
4.05%
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Previous Close
12.02
52Wk Range
10.61 - 12.07
1 Yr Return
19.22%
YTD Return
4.05%
Fund Type
Open-End Fund
Objective
Blend Large Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 01/22/2018)
12.07
Total Assets (m USD) (on 12/31/2017)
8.423
Inception Date
10/29/2015
Last Dividend (on 12/27/2017)
0.140521
Dividend Indicated Gross Yield
4.66%
Fund Managers
AARON B IZENSTARK / RAMESH B POOLA
Front Load Fee
-
Back Load Fee
-
Redemption Fee
1.00%
12b-1 Fee
0.25%
Current Mgmt Fee
0.90%
Expense Ratio
-

Top Fund Holdings

Name Position Value % of Fund
31.75 k 8.41 m 99.35
148.31 k 148.31 k 1.75
Profile
IRON Equity Premium Income Fund is an open-end fund incorporated in the USA. The Fund seeks superior risk-adjusted total returns relative to the CBOE S&P 500 BuyWrite Index. The Fund invests in one or more ETFs that track the performance of the S&P 500 Index while employing an actively managed strategy of writing (selling) call options.
Address
Iron Financial LLC
630 Dundee Rd
Suite 200
Northbrook, IL 60062
Phone
1-888-396-4766