Ironclad Managed Risk FundIRONX

MUTUAL FUNDIronclad
Type
Mutual fund
Peer group
Allocation
Net assets
$214.8M
Expense ratio
1.28%
1-year return
+8.6%
3 years, a year
+10.0%
5 years, a year
+8.6%
Holdings
19

What it aims to do.

The investment objectives of the Ironclad Managed Risk Fund (the Fund) are to seek current income and gains.

Top 10 holdings.

Holding% of fund
iShares Core S&P 500 ETF47.17%
Vanguard S&P 500 ETF45.68%
SPY State Street SPDR S&P 500 ETF2.06%
Umb Ib Money Market II /1.84%
Spx 04/30/26 P6700 04/26 6700.0 Put /1.77%
Spx 06/18/26 P6500 06/26 6500.0 Put /1.66%
Spx 04/17/26 P6700 04/26 6700.0 Put /1.44%
Spx 04/30/26 P6000 04/26 6000.0 Put /0.27%
Spx 06/18/26 P5100 06/26 5100.0 Put /0.21%
Spx 04/17/26 P6000 04/26 6000.0 Put /0.12%

More on IRONX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.