CAVAX Mutual Fund

CAVAX Mutual Fund (Catholic Values Equity Fund Class F) is managed by SEI Funds with $419.0M in net assets. CAVAX expense ratio is 0.78%, holding 987 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2015-04-30.

CAVAX performance shows a YTD return of 9.67%. The 1-year return is 18.48% and the 5-year return is 8.94%. CAVAX dividend yield stands at 6.10%, paid annually.

CAVAX top holdings include Apple, Inc (3.0%), Nvidia Corp. (2.6%), Microsoft Corp (2.5%), Alphabet Inc Common Stock USD 0.001 (2.1%), Broadcom Inc (1.5%). Go to all CAVAX holdings, CAVAX sectors, or CAVAX dividends.

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