CAREX Mutual Fund

CAREX Mutual Fund (Domini Sustainable Solutions Fund Investor Class) is managed by Domini with $39.7M in net assets. CAREX expense ratio is 1.30%, holding 46 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2020-04-01.

CAREX performance shows a YTD return of 16.35%. The 1-year return is 28.83% and the 5-year return is 3.52%. CAREX dividend yield stands at 0.03%, paid semi-annually.

CAREX top holdings include Resona Holdings, Inc. Com Stk (3.9%), Prysmian Spa (3.1%), Ciena Corp (3.0%), Caixabank Sa (3.0%), Comfort Systems USA Inc. (2.9%). Go to all CAREX holdings, CAREX sectors, or CAREX dividends.

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