M3Sixty Income and Opportunity FundHROAX
Type
Mutual fund
Peer group
Global equity
Net assets
$17.2M
Expense ratio
2.28%
1-year return
+14.3%
3 years, a year
+13.8%
5 years, a year
+4.3%
Holdings
37
What it aims to do.
The investment objective of the M3Sixty Income and Opportunity Fund (the Fund) is total return comprised of income and capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Federated Hermes Government Obligations Fund | 7.46% |
| United States Treasury Note/Bond | 5.75% |
| Global X Silver Miners ETF | 5.15% |
| WCC WESCO International Inc | 5.05% |
| KINS Kingstone Cos Inc | 4.31% |
| YALA Yalla Group Ltd | 4.24% |
| HII Huntington Ingalls Industries Inc | 3.88% |
| META Meta Platforms Inc | 3.77% |
| AAMI Acadian Asset Management Inc | 3.76% |
| GEVO Gevo Inc | 3.71% |
More on HROAX.
- HROAX overview
- HROAX holdings
- HROAX risk
- HROAX costs
- HROAX money in and out
- HROAX share classes
- Compare HROAX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.