GOODX Mutual Fund

GOODX Mutual Fund (GoodHaven Fund) is managed by The GoodHaven Funds Trust with $259.5M 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 0.45%. The 1-year return is 4.66% and the 5-year return is 11.15%. GOODX dividend yield stands at 2.99%, paid annually.

GOODX top holdings include Berkshire Hathaway, Inc., Class B (15.9%), Alphabet, Inc., Class C (12.4%), Terravest Capital Inc (6.9%), Bank Of America Corp Preferred Stock 6.5 (6.4%), Devon Energy Corporation 4.75 05/15/2042 (5.7%). 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.