Morningstar

M3Sixty Income and Opportunity Fund Class A HROAX

Morningstar Medalist Rating
Medalist Rating as of | See M3Sixty Investment Hub
  • NAV / 1-Day Return 11.55  /  −0.26 %
  • Total Assets 15.2M
  • Adj. Expense Ratio
    2.280%
  • Expense Ratio 2.200%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Derivative Income
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 141%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis HROAX

Will HROAX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HROAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HROAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HROAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

M3Sixty Income and Opportunity A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings HROAX

More HROAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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—

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