HANAX : Hanlon Managed Income Fund Class A

HANAX is a Bond Market High Yield Bond with HIGH fees.

HANAX

Hanlon Managed Income Fund Class A

FI Score

14 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

3 /10

Category Score

0 /10

Market Size

3 /10

14% FI Score
  • hanax
  • Mutual Fund
  • Bond
  • High Yield Bond

Hanlon Managed Income Fund Class A

Expenses: 1.68% (Better than 0% of similar funds)

This is a bad choice for a High Yield Bond Bond fund. See why »

Fund Summary

The investment seeks to provide current income, capital preservation and positive risk-adjusted returns. The fund is a tactical asset allocation fund, investing primarily in exchange-traded funds and shares of other investment companies (collectively, "underlying funds"). Using a proprietary investment model, it allocates up to 100% of its portfolio in fixed-income underlying funds, including those classified as high-yield bond (also known as "junk bond") funds. The fund may invest without limit in U.S. and non-U.S. dollar-denominated securities of U.S. and foreign (non-U.S.) issuers, including emerging market securities.

Largest Holdings

Amount Holding
10.56% SPDR® Blmbg Barclays Convert Secs ETF
9.93% Vanguard Long-Term Corporate Bd ETF
9.58% iShares iBoxx $ High Yield Corp Bd ETF
6.89% SPDR® Blmbg BarclaysST HY Bd ETF
6.85% iShares 0-5 Year High Yield Corp Bd ETF
3.73% Vanguard Real Estate ETF
2.70% Gaming and Leisure Properties Inc
2.34% Global X NASDAQ 100 Covered Call ETF
2.24% Vanguard Global ex-US Real Est ETF
2.14% Legg Mason Low Volatility High Div ETF
1.79% SPDR® DoubleLine® Emerg Mkts Fxd Inc ETF
1.15% Nuveen Floating Rate Income
0.94% Eagle Point Credit Co LLC
0.53% Highland Income Fund

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo