CAVYX Mutual Fund

CAVYX Mutual Fund (Catholic Values Equity Fund Class Y) is managed by SEI Funds with $24.5M in net assets. CAVYX expense ratio is 0.76%, holding 987 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2015-05-29.

CAVYX performance shows a YTD return of 7.64%. The 1-year return is 17.02% and the 5-year return is 8.76%. CAVYX dividend yield stands at 6.25%, paid annually.

CAVYX top holdings include Apple Inc (3.0%), Nvidia Corp (2.6%), Microsoft Corp 4.100 Feb 06 37 (2.5%), 'alphabet Inc., Class 'a'' (2.1%), Broadcom Inc (1.5%). Go to all CAVYX holdings, CAVYX sectors, or CAVYX dividends.

CAVYX can be compared against other funds. Use CAVYX overlap to find shared positions, or CAVYX vs another fund for a side-by-side view. CAVYX alternatives are available via the screener, along with tax-loss harvesting opportunities.