Hedgerow Income And Fund Quote
| HROAX Fund | USD 11.53 0.15 1.32% |
Performance Weak
| NAV Risk Level Low
|
Hedgerow Income And (HROAX) currently is priced at $11.53 as of March 27, 2026, representing 1.32% up on the day after opening at $11.38. HEDGEROW INCOME currently exhibits 21% estimated likelihood of significant NAV decline over the forecast period. Over the prior 90 trading days, HEDGEROW INCOME has delivered negative risk-adjusted returns, in line with its weak performance profile. The performance scores are measured across the period from December 27, 2025 to March 27, 2026. Learn more.
Moving together with HEDGEROW Mutual Fund
Mutual Fund Highlights
Hedgerow Income And [HROAX] is traded in USA. The fund is listed under the Derivative Income category and is part of the M3Sixty family. This fund currently has accumulated 17.21 M in assets under management (AUM) with no minimum investment requirements. Hedgerow Income And is currently producing a year-to-date (YTD) return of 0.83%, while the total return for the last 3 years is 11.31%. HEDGEROW INCOME financial stability analysisInstrument Allocation
Mutual Fund Notable Updates
| Legal Name | HEDGEROW INCOME AND OPPORTUNITY FUND CLASS A SHARES |
| Fund Concentration | M3Sixty Funds, Large Funds, Derivative Income Funds, Derivative Income, M3Sixty, (View all Sectors) |
Additional Fund Information
| Update Date | 31st of March 2026 |
| Expense Ratio Date | 28th of March 2025 |
| Fiscal Year End | November |
Sector Allocation
Investors typically prefer portfolios diversified across different sectors. Wider sector coverage improves the probability of positive returns, though it may compress HEDGEROW Mutual Fund expected return.
Investment funds like Hedgerow Income And Mutual Fund offer a low-cost alternative to custom portfolios. Sector fund diversification can be an effective strategy for adjusting sector exposure.
Common Risk Profiles
| Mean Deviation | 0.8595 | |||
| Standard Deviation | 1.23 | |||
| Variance | 1.51 | |||
| Risk Adjusted Performance | 0.0012 |
Hedgerow Income And Against Markets
Mutual Fund Analysis Notes
The fund retains about 28.31% of assets under management (AUM) in cash. Hedgerow Income And's financial profile includes $60 thousand in Total Assets and $17.2 million in Net Assets.Investor Insights and Alerts
Shareholder alerts for HEDGEROW INCOME, a Derivative Income mutual fund, flag conditions that may warrant re-evaluating your position. A concise alert layer reduces the chance of ignoring material changes to the fund's distribution policy or income stability.
| Hedgerow Income And generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Is Oakmark Investor a Strong Mutual Fund Pick Right Now - Yahoo Finance |
Top Hedgerow Income And Mutual Fund Constituents
| CIEN | Ciena Corp | Stock | |
| COST | Costco Wholesale Corp | Stock | |
| DIS | Walt Disney | Stock | |
| EXP | Eagle Materials | Stock | |
| SYY | Sysco | Stock | |
| MDT | Medtronic PLC | Stock | |
| EBAY | eBay Inc | Stock | |
| SNAP | Snap Inc | Stock | |
| GILD | Gilead Sciences | Stock | |
| BK | The Bank of | Stock | |
| GOOG | Alphabet Inc Class C | Stock | |
| NTRS | Northern Trust | Stock | |
| AAPL | Apple Inc | Stock | |
| WMT | Walmart Common Stock | Stock | |
| LITE | Lumentum Holdings | Stock | |
| F | Ford Motor | Stock | |
| AMGN | Amgen Inc | Stock | |
| WSM | Williams Sonoma | Stock | |
| GS | Goldman Sachs Group | Stock | |
| BABA | Alibaba Group Holding | Stock | |
| CBRE | CBRE Group Class | Stock | |
| NXPI | NXP Semiconductors NV | Stock | |
| T | ATT Inc | Stock | |
| ERIC | Telefonaktiebolaget LM Ericsson | Stock | |
| BMY | Bristol Myers Squibb | Stock | |
| MOS | The Mosaic | Stock | |
| WKHS | Workhorse Group | Stock |
Outstanding Bonds
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| MGM Resorts International Corp BondUS552953CD18 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Predictive Daily Indicators
Monitoring HEDGEROW INCOME's daily metrics gives shareholders faster feedback on whether the fund's holdings are trending or reversing. Rate of change and momentum readings help identify when buying or selling pressure across the fund's holdings is accelerating.
| Rate Of Daily Change | 1.01 | |||
| Day Median Price | 11.53 | |||
| Day Typical Price | 11.53 | |||
| Price Action Indicator | 0.075 | |||
| Period Momentum Indicator | 0.15 | |||
| Relative Strength Index | 43.14 |
Forecast Models
NAV projections for Hedgerow Income And within Derivative Income rely on smoothing, regression, and moving-average techniques applied to historical prices. With a one-year return of 3.7%, these models describe observed NAV patterns. Current fund positioning must match historical conditions.Mutual Fund Overview, Methodology & Data Sources
The fund overview for HEDGEROW INCOME summarizes mandate, holdings profile, and risk characteristics. The fund has exposure to M3Sixty Funds, Large Funds, Derivative Income Funds. The current allocation is approximately 58.0% equities and 28.0% cash. It is classified under Derivative Income within the M3Sixty family.
Methodology
Unless otherwise specified, data for Hedgerow Income And is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. Hedgerow Income And market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions. Assumptions: Macroaxis analytics incorporate public fund disclosures, holdings reports, and market data feeds and official disclosures from U.S. Securities and Exchange Commission (SEC) via EDGAR. Data harmonization may result in minor timing offsets. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.
Research Sources
Hedgerow Income And may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.