EVDIX Mutual Fund

EVDIX Mutual Fund (Camelot Event Driven Fund Institutional Class) is managed by Camelot Funds with $117.5M in net assets. EVDIX expense ratio is 1.74%, holding 174 positions across sectors including Financials, Energy, Materials. Inception date: 2010-06-07.

EVDIX performance shows a YTD return of 3.07%. The 1-year return is 7.35% and the 5-year return is 6.68%. EVDIX dividend yield stands at 0.87%, paid annually.

EVDIX 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 EVDIX holdings, EVDIX sectors, or EVDIX dividends.

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