BIVRX Mutual Fund

BIVRX Mutual Fund (Balter Invenomic Fund Investor Class) is managed by Invenomic Capital Management with $29.1M in net assets. BIVRX expense ratio is 3.30%, holding 279 positions across sectors including Health Care, Materials, Consumer Discretionary. Inception date: 2017-06-19.

BIVRX performance shows a YTD return of -2.97%. The 1-year return is -1.20% and the 5-year return is 15.61%. BIVRX dividend yield stands at 2.05%.

BIVRX 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 BIVRX holdings, BIVRX sectors, or BIVRX dividends.

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