BIVIX Mutual Fund

BIVIX Mutual Fund (Balter Invenomic Fund Institutional Class) is managed by Invenomic Capital Management with $481.5M in net assets. BIVIX expense ratio is 3.05%, holding 279 positions across sectors including Health Care, Materials, Consumer Discretionary. Inception date: 2017-06-19.

BIVIX performance shows a YTD return of -2.85%. The 1-year return is -0.98% and the 5-year return is 15.89%. BIVIX dividend yield stands at 2.33%.

BIVIX top holdings include First American Government Obligations Fund (8.8%), Workday, Inc., Class A (3.4%), Salesforce Inc Crm Us Equity (3.1%), Universal Health Services Inc. (3.1%), Globalpayments Inc. (3.1%). 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.