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Fintrust Income And Opportunity Fund Class I: (MF: HIOIX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:30 PM ET

$11.77 USD

-0.10 (-0.84%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD -0.47 98
3 months -0.36 98
6 months -1.52 99
1 Year 14.71 59
3 Year 14.16 44
5 Year 4.55 82
10 Year 6.71 70

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 11.40
5 Year 6.46
10 Year NA
Since Inception 6.83

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -6.12 12.79 8.71 -3.22
2024 6.19 -0.26 5.32 6.29
2023 2.23 4.17 -0.30 8.63
2022 -7.46 -2.72 -5.27 6.59
2021 10.46 2.61 -9.06 -4.15

Annual Return

2026202520242023202220212020201920182017
% Total Return -0.4711.4018.5715.35-9.10-1.2110.6613.27-6.458.68
% Total Return Rel to Index 1.26-6.81-6.44-10.899.09-29.90-7.73-18.21-2.06-13.11
% Total Return Rel to Peer 0.47-3.108.652.193.85-12.72-0.02-3.920.04-4.77
% Perf Quintile vs Peer* 2.004.000.003.001.005.004.005.003.005.00
% Dividends 0.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.001.140.590.000.000.630.630.420.521.22
Expense Ratio 0.001.952.161.972.192.102.101.971.950.00

* 1 = Top 20%, 5 = Bottom 20%