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    • Home
    • About Us
      • M3Sixty Funds
      • Executive Team
    • Funds
      • Small Cap Growth
      • Income and Opportunity
      • U.S. Government MMF
    • Investment Teams
      • Small Cap Growth Fund
      • Income & Opportunity Fund
      • U.S. Government MMF
    • Resources
      • Mutual Fund Documents
      • Money Market Documents
    • Contact
      • Send Us a Message
  • Home
  • About Us
    • M3Sixty Funds
    • Executive Team
  • Funds
    • Small Cap Growth
    • Income and Opportunity
    • U.S. Government MMF
  • Investment Teams
    • Small Cap Growth Fund
    • Income & Opportunity Fund
    • U.S. Government MMF
  • Resources
    • Mutual Fund Documents
    • Money Market Documents
  • Contact
    • Send Us a Message

M3Sixty Income and Opportunity Fund

The Fund will invest primarily in domestic equity securities that, in the opinion of the manager, have above-average intellectual property portfolios and other characteristics, like strong earnings and dividend growth relative to their sector competitors, and that are members of the S&P 1500 Composite. 


The fund also engages in short selling and investing in the securities of other investment companies, including exchange-traded funds (“ETFs”). The Fund will seek to produce income through dividends paid on securities and options (e.g., premium income on the sale of an option) and total return through an options strategy.  


Symbols: 

I-Share HIOIX

A-Share HROAX 

Fund Documents

   




A Word About Risk: All investments involve risks, including possible loss of principal. As with any stock fund, the value of your investment will fluctuate in response to stock market movements. Small- and medium-capitalization companies tend to have limited liquidity and greater price volatility than large-capitalization companies.  Investments in small capitalization companies may be more volatile than investments in companies with larger market capitalizations. Additionally, the Series may be subject to portfolio turnover risk as it may buy and sell investments frequently, which may result in higher expenses and an increase in realized capital gains and potential tax implications for shareholders. 


4300 Shawnee Mission Parkway, Mission, Kansas 66205


Copyright © 2023 M3Sixty Funds - All Rights Reserved.

  • M3Sixty Capital, LLC

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