CAVYX Mutual Fund

CAVYX Mutual Fund (Catholic Values Equity Fund Class Y) is managed by SEI Funds with $24.5M in net assets. CAVYX expense ratio is 0.82%, holding 987 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2015-05-29.

CAVYX performance shows a YTD return of 9.75%. The 1-year return is 18.61% and the 5-year return is 9.09%. CAVYX dividend yield stands at 5.99%, paid annually.

CAVYX top holdings include Apple, Inc (3.5%), Nvidia Corp (2.9%), Microsoft Corp (2.7%), Alphabet Inc,class A (2.5%), Broadcom Inc (2.0%). Go to all CAVYX holdings, CAVYX sectors, or CAVYX dividends.

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