BIVIX Mutual Fund

BIVIX Mutual Fund (Balter Invenomic Fund Institutional Class) is managed by Invenomic Capital Management with $502.3M in net assets. BIVIX expense ratio is 3.05%, holding 279 positions across sectors including Health Care, Consumer Discretionary, Materials. Inception date: 2017-06-19.

BIVIX performance shows a YTD return of 6.78%. The 1-year return is 15.55% and the 5-year return is 15.53%. BIVIX dividend yield stands at 2.06%, paid annually.

BIVIX top holdings include First American Government Obligations Fund (7.1%), Lyft Inc. Class A (3.1%), Workday, Inc., Class A (3.1%), Fiserv, Inc. (United States) (3.1%), Salesforce Inc Crm Us Equity (3.0%). Go to all BIVIX holdings, BIVIX sectors, or BIVIX dividends.

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