CFVYX Mutual Fund

CFVYX Mutual Fund

NAV$8.47
See how much of CFVYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of May 31, 2026

Net Assets
$40M
Expense Ratio
0.63%
Dividend Yield (Current)
3.34%
Holdings
992
Inception Date
May 29, 2015
Fund Family
SEI Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

YTD-0.58%
1 Year+2.23%
3 Year+3.21%
5 Year-1.00%
10 Year+1.33%

Asset Allocation

Bonds: 86.59%
Cash: 8.33%
Other: 5.08%
See how much of CFVYX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Top Holdings

View All →
TickerNameWeight
SEOXXSei Daily Income Trust Government Fund9.80%
-Us 2Yr Note (Cbt) Sep26 Financial Commodity Future.7.62%
-Us Treas Nts 4.125% 05/31/315.55%
-United States Department 5 2056-05-154.10%
T 4.875 08/15/45United States Treasury Note/Bond 4.88 08/15/20452.09%
Top 10 Concentration: 37.37%Report Date: May 31, 2026
Download all 992 holdings for CFVYX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
3.34%
Frequency
Monthly
Latest Distribution
$0.02
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

CFVYX Mutual Fund Overview

CFVYX Mutual Fund (Catholic Values Fixed Income Fund Class Y) is managed by SEI Funds with $39.8M in net assets. CFVYX expense ratio is 0.63%, holding 992 positions across sectors including Financials, Utilities, Real Estate. Inception date: 2015-05-29.

CFVYX performance shows a YTD return of -0.58%. The 1-year return is 2.23% and the 5-year return is -1.00%. CFVYX dividend yield stands at 3.34%, paid monthly.

CFVYX top holdings include Sei Daily Income Trust Government Fund (9.8%), Us 2Yr Note (Cbt) Sep26 Financial Commodity Future. (7.6%), Us Treas Nts 4.125% 05/31/31 (5.5%), United States Department 5 2056-05-15 (4.1%), United States Treasury Note/Bond 4.88 08/15/2045 (2.1%). Go to all CFVYX holdings, CFVYX sectors, or CFVYX dividends.

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