by IRON Financial
Core Plus, Core Plus Fact SheetsMarch 18, 20240 comments

Core Plus Suite | Performance – January 2024

Performance for the IRON Core Plus Portfolios (Conservative – Aggressive) as of January 31, 2024 is now available. View or download the fact sheets below.

1.-FS-IRON-Core-Plus-Portfolios-Conservative-01.31.24Download
2.-FS-IRON-Core-Plus-Portfolios-Moderately-Conservative-01.31.24Download
3.-FS-IRON-Core-Plus-Portfolios-Moderate-01.31.24Download
4.-FS-IRON-Core-Plus-Portfolios-Moderately-Aggressive-01.31.24Download
5.-FS-IRON-Core-Plus-Portfolios-Aggressive-01.31.24Download


Income & Growth | Performance - January 2024Prev
High-Q | Performance - March 2024Next

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IRON Core Plus Portfolios

The material herein contains periods of historical performance based on a model rather than actual client performance.  This model was maintained and used concurrent with the management of client accounts solely for the purpose of simplifying performance calculation.  While it accurately reflects management decisions, it does not precisely capture the effects of drift between rebalances as asset weights changed due to market movements.  The model rebalanced monthly.  

Please see disclosure section of materials for additional information.

Questions and/or requests for additional information may be directed to 847-715-3200 or compliance@ironfinancial.com.

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The material herein contains periods of historical performance based on a model rather than actual client performance. This model was maintained and used concurrent with the management of client accounts solely for the purpose of simplifying performance calculation. While it accurately reflects management decisions, it does not precisely capture the effects of drift between rebalances as asset weights changed due to market movements. The model rebalanced monthly.

Please see disclosure section of materials for additional information.

Questions and/or requests for additional information may be directed to 847-715-3200 or compliance@ironfinancial.com.
I understand