CAREX Mutual Fund

CAREX Mutual Fund (Domini Sustainable Solutions Fund Investor Class) is managed by Domini with $38.5M in net assets. CAREX expense ratio is 1.30%, holding 50 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 2.70%. CAREX dividend yield stands at 0.03%, paid semi-annually.

CAREX top holdings include Ciena Corp (4.0%), Quanta Services Inc (3.9%), Flex Ltd (3.2%), Palo Alto Networks, Inc (2.7%), Comfort Systems USA Inc. (2.7%). 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.