WAVLX Mutual Fund
WAVLX Mutual Fund
Wavelength Fund
WAVLX Mutual Fund Overview
WAVLX Mutual Fund (Wavelength Fund) is managed by Wavelength Funds with $128.3M in net assets. WAVLX expense ratio is 1.26%, holding 30 positions across sectors including Financials, Unknown, Other. Inception date: 2013-09-30.
WAVLX performance shows a YTD return of 2.66%. The 1-year return is 7.75% and the 5-year return is 2.60%. WAVLX dividend yield stands at 3.52%, paid monthly.
WAVLX top holdings include First American Government Obligations Fund (31.8%), Vanguard Mortgage-backed Securities ETF (10.8%), Invesco Senior Loan ETF (10.3%), Spdr Bloomberg Short Term High Yield Bond ETF (10.1%), Vanguard Short-term Inflation- Vanguard Short-term Tips (10.1%). View all WAVLX holdings, sector breakdown, or dividend history.
WAVLX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WAVLX alternatives are available via the screener, along with tax-loss harvesting opportunities.