BIVRX Mutual Fund

BIVRX Mutual Fund (Balter Invenomic Fund Investor Class) is managed by Invenomic Capital Management with $31.9M in net assets. BIVRX expense ratio is 3.30%, holding 279 positions across sectors including Health Care, Consumer Discretionary, Materials. Inception date: 2017-06-19.

BIVRX performance shows a YTD return of 6.63%. The 1-year return is 15.28% and the 5-year return is 15.24%. BIVRX dividend yield stands at 1.81%, paid annually.

BIVRX 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 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.