BVPIX Mutual Fund

BVPIX Mutual Fund (Baywood ValuePlus Fund Institutional Shares) is managed by Baywood Funds with $6.7M in net assets. BVPIX expense ratio is 0.70%, holding 52 positions across sectors including Financials, Health Care, Information Technology. 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 11.23%. BVPIX dividend yield stands at 7.15%, paid quarterly.

BVPIX top holdings include First American Government Obligations Fund (5.8%), Kontoor Brands Inc (3.7%), Medtronic Plc Ordinary Shares (3.4%), Raytheon Co. (3.1%), Kinder Morgan Inc./de (2.9%). 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.