CWCFX Mutual Fund

CWCFX Mutual Fund

NAV$11.84
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Fund Essentials

Net Assets
$2M
Expense Ratio
1.15%
Dividend Yield (Current)
0.44%
Holdings
63
Inception Date
Dec 21, 2011
Fund Family
Christopher Weil & Company, Inc
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+16.67%
1 Year+15.94%
3 Year+2.79%
5 Year+12.98%
10 Year+10.50%

Asset Allocation

Stocks: 76.76%
Cash: 9.50%
Other: 13.74%
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Dividend Summary

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Dividend Yield (Current)
0.44%
Frequency
Annually
Latest Distribution
$4.28
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Peer Comparison

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

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. Go to all CWCFX holdings, CWCFX sectors, or CWCFX dividends.

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