CWCFX Mutual Fund
CWCFX Mutual Fund
Christopher Weil & Company Core Investment Fund
CWCFX Mutual Fund Overview
CWCFX Mutual Fund (Christopher Weil & Company Core Investment Fund) is managed by Christopher Weil & Company, Inc with $2.4M in net assets. CWCFX expense ratio is 1.15%, holding 63 positions across various sectors. Inception date: 2011-12-21.
CWCFX performance shows a YTD return of 16.67%. The 1-year return is 15.94% and the 5-year return is 12.98%. CWCFX dividend yield stands at 0.44%, paid annually.
CWCFX top holdings include a diversified portfolio. View all CWCFX holdings, sector breakdown, or dividend history.
CWCFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CWCFX alternatives are available via the screener, along with tax-loss harvesting opportunities.