HVEIX Mutual Fund (HVIA Equity Fund Institutional Class) is managed by HVIA Funds with $54.1M in net assets. HVEIX expense ratio is 1.00%, holding 53 positions across sectors including Information Technology, Industrials, Unknown. Inception date: 2016-10-03.

HVEIX performance shows a YTD return of 8.48%. The 1-year return is 20.69% and the 5-year return is 10.68%. HVEIX dividend yield stands at 7.10%, paid annually.

HVEIX top holdings include Nvidia Corp (5.6%), Kla Corp. Com (4.8%), Alphabet Inc series C (4.2%), Amazon.Com Inc (4.0%), Microsoft Corp 4.100 Feb 06 37 (3.6%). View all HVEIX holdings, sector breakdown, or dividend history.

HVEIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HVEIX alternatives are available via the screener, along with tax-loss harvesting opportunities.