EVDAX Mutual Fund

EVDAX Mutual Fund (Camelot Event Driven Fund Class A) is managed by Camelot Funds with $9.3M in net assets. EVDAX expense ratio is 2.00%, holding 174 positions across sectors including Financials, Energy, Materials. Inception date: 2003-11-21.

EVDAX performance shows a YTD return of 2.91%. The 1-year return is 7.13% and the 5-year return is 6.74%. EVDAX dividend yield stands at 0.74%, paid annually.

EVDAX top holdings include Goldman Sachs Fin Gov 465 Institut (9.5%), Newmont Corp Common (6.5%), Chevron Corp (5.5%), Seabridge Gold Inc (5.3%), Crown Castle International Corp. (5.1%). Go to all EVDAX holdings, EVDAX sectors, or EVDAX dividends.

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