EVDIX Mutual Fund
EVDIX Mutual Fund
Camelot Event Driven Fund Institutional Class
EVDIX Mutual Fund Overview
EVDIX Mutual Fund (Camelot Event Driven Fund Institutional Class) is managed by Camelot Funds with $114.7M in net assets. EVDIX expense ratio is 1.74%, holding 174 positions across sectors including Financials, Energy, Materials. Inception date: 2010-06-07.
EVDIX performance shows a YTD return of 0.86%. The 1-year return is 5.24% and the 5-year return is 5.49%. EVDIX dividend yield stands at 0.89%, paid annually.
EVDIX 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 EVDIX holdings, sector breakdown, or dividend history.
EVDIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. EVDIX alternatives are available via the screener, along with tax-loss harvesting opportunities.