BIVSX Mutual Fund

BIVSX Mutual Fund (Balter Invenomic Fund) is managed by Invenomic Capital Management with $326.1M in net assets. BIVSX expense ratio is 2.80%, holding 279 positions across sectors including Health Care, Consumer Discretionary, Materials. Inception date: 2019-05-10.

BIVSX performance shows a YTD return of 6.91%. The 1-year return is 15.86% and the 5-year return is 15.82%. BIVSX dividend yield stands at 2.24%, paid annually.

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

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