BFSIX Mutual Fund

BFSIX Mutual Fund (BFS Equity Fund Institutional Class) is managed by BFS Family of Funds with $62.6M in net assets. BFSIX expense ratio is 0.99%, holding 39 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2013-11-08.

BFSIX performance shows a YTD return of 1.88%. The 1-year return is 7.25% and the 5-year return is 7.49%. BFSIX dividend yield stands at 5.84%, paid annually.

BFSIX top holdings include Alphabet Inc Common Stock USD 0.001 (7.3%), Microsoft Corp (6.2%), Nvidia Corp. (6.0%), Apple, Inc (5.5%), Broadcom Inc (5.4%). Go to all BFSIX holdings, BFSIX sectors, or BFSIX dividends.

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