DYMIX Mutual Fund

DYMIX Mutual Fund (Dynamic Alpha Macro Fund Class Institutional) is managed by Dynamic Wealth Group with $251.3M in net assets. DYMIX expense ratio is 1.81%, holding 17 positions across sectors including Financials. Inception date: 2023-08-01.

DYMIX performance shows a YTD return of 4.50%. The 1-year return is 6.19%. DYMIX dividend yield stands at 6.57%.

DYMIX top holdings include Invesco NASDAQ 100 ETF (13.6%), Us Bank Mmda - Usbgfs 9 (12.8%), Schwab US Dividend Equity ETF (9.4%), Us Treasury N/B 3.75% 31Aug2026 (9.3%), Bblx 6M Ust ETF (7.7%). Go to all DYMIX holdings, DYMIX sectors, or DYMIX dividends.

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