BVSIX Mutual Fund

BVSIX Mutual Fund (Baywood Socially Responsible Fund Institutional Class) is managed by Baywood Funds with $29.4M in net assets. BVSIX expense ratio is 0.90%, holding 52 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2005-01-03.

BVSIX performance shows a YTD return of 9.24%. The 1-year return is 16.40% and the 5-year return is 10.01%. BVSIX dividend yield stands at 3.43%, paid quarterly.

BVSIX top holdings include First American Government Obligations Fund (6.7%), Kontoor Brands Inc (4.5%), Berkshire Hathaway, Inc. (3.6%), Wr Berkley Corp (3.5%), Healthcare Realty Trust Incorporated (3.3%). Go to all BVSIX holdings, BVSIX sectors, or BVSIX dividends.

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