EVDAX Mutual Fund
EVDAX Mutual Fund
Camelot Event Driven Fund Class A
EVDAX Mutual Fund Overview
EVDAX Mutual Fund (Camelot Event Driven Fund Class A) is managed by Camelot Funds with $9.3M in net assets. EVDAX expense ratio is 2.00%, holding 174 positions across sectors including Financials, Energy, Materials. Inception date: 2003-11-21.
EVDAX performance shows a YTD return of 0.69%. The 1-year return is 4.97% and the 5-year return is 5.53%. EVDAX dividend yield stands at 0.76%, paid annually.
EVDAX top holdings include Goldman Sachs Financial Square Government Fund — Institutional Shares (9.5%), Newmont Corp Snr S* Ice (6.5%), CHEVRON CORP (5.5%), Seabridge Gold Inc (5.3%), Crown Castle International Corp (5.1%). View all EVDAX holdings, sector breakdown, or dividend history.
EVDAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. EVDAX alternatives are available via the screener, along with tax-loss harvesting opportunities.