Iron Strategic Income Institutional

The investment seeks to maximize total return.
The fund seeks to attain its investment objective by strategically adjusting the portfolio's market exposure, typically to fixed income markets, including high yield securities and cash. The fund's adviser, IRON Financial, LLC, employs a top down approach that includes a review of fundamental and quantitative factors to determine the desired economic exposure at any given time. This total return approach strives to earn interest income on securities held in the fund's portfolio and to generate capital appreciation through strategic adjustments of the fund's assets.

Key stats

Management firm  Iron Funds
Domicile  United States
Fund Administrator  Huntington Asset Services, Inc.
Global Branding Name  Iron
12 month yield  4.06%
Fund currency  USD
Launch Date  2006-10-10
ISIN  US90470K4461
Manager 1 Name  Aaron Izenstark
Manager 2 Name  Daniel Sternberg
Fund Strategy  Nontraditional Bond
Benchmark  Credit Suisse Hedge Fund USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-08-31
Return - 1 Month  0.52%
Return - 2 Months  -0.34 %
Return - 3 Months  0.30%
Return - 6 Months  1.21 %
Return - 9 months  3.68 %
Return - 12 Months  6.05%
Annualized return 24 months  5.76 %
Annualized return 36 months  5.94 %
Annualized return 48 months  5.75 %
Annualized return 60 months  7.24 %
Return 120 months  0.00 %
Annualized return since Inception  7.65%
Return YTD  3.22%

Ratings

Morning Star Rating Date   2014-08-31
Morning Star Rating - 36 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - 60 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - Overall  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating

Charges

Initial  0.00 %
Minimum Investment  $10,000
Maximum Managment Charge  1.00 %
Exit charge  1.00 %
Performance Fee  0.00 %

Contact

Contact Address  Iron Funds
Contact Address 2  2960 Meridian St., Suite 300
Contact city  Indianapolis
Contact country  United States
Fund Admin Group  Iron Funds
Web Address  www.ironfunds.com
Custodian  U.S. Bank
Phone  877-322-0575

Price

Last Price Date  2014-09-16
Pre-tax nav  11.62
Pre-tax offer  0.00
Pre-tax bid  0.00
Pre-tax mid  0.00
Post-tax nav  0.00
Post-tax offer  0.00
Post-tax bid  0.00
Price change  $-0.01
Price change (percentage)  -0.09 %
Guaranteed NAV  0.00000
Close Price  0.00

Funds Disclaimer

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Ratings Disclaimer

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