BVPIX Mutual Fund

BVPIX Mutual Fund (Baywood ValuePlus Fund Institutional Shares) is managed by Baywood Funds with $6.8M in net assets. BVPIX expense ratio is 0.70%, holding 52 positions across sectors including Financials, Health Care, Energy. Inception date: 2013-12-02.

BVPIX performance shows a YTD return of 9.60%. The 1-year return is 15.44% and the 5-year return is 10.56%. BVPIX dividend yield stands at 7.27%, paid quarterly.

BVPIX top holdings include First American Government Obligations Fund (4.3%), Medtronic Plc Ordinary Shares (3.8%), AT&T Inc. (3.5%), Raytheon Co. (3.2%), Kontoor Brands Inc (3.2%). Go to all BVPIX holdings, BVPIX sectors, or BVPIX dividends.

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