GOODX Mutual Fund

GOODX Mutual Fund (GoodHaven Fund) is managed by The GoodHaven Funds Trust with $217.5M in net assets. GOODX expense ratio is 1.10%, holding 25 positions across sectors including Industrials, Financials, Communication Services. Inception date: 2011-04-08.

GOODX performance shows a YTD return of -3.84%. The 1-year return is 0.93% and the 5-year return is 8.49%. GOODX dividend yield stands at 0.92%, paid annually.

GOODX top holdings include Berkshire Hathaway Inc Brk/B Us Equity (16.7%), Alphabet Inc. C (10.9%), Bank of America Corp.: Financials (7.7%), Devon Energy Corp. (6.2%), Chubb Ltd. (5.8%). Go to all GOODX holdings, GOODX sectors, or GOODX dividends.

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