HVEIX Mutual Fund
HVEIX Mutual Fund
HVEIX Mutual Fund
HVIA Equity Fund Institutional Class
HVEIX Mutual Fund Overview
HVEIX Mutual Fund (HVIA Equity Fund Institutional Class) is managed by HVIA Funds with $54.7M in net assets. HVEIX expense ratio is 1.00%, holding 53 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2016-10-03.
HVEIX performance shows a YTD return of 8.30%. The 1-year return is 18.21% and the 5-year return is 10.41%. HVEIX dividend yield stands at 6.92%, paid annually.
HVEIX top holdings include Kla Corp (7.8%), Nvidia Corp (5.7%), Alphabet Inc (4.6%), Amazon.Com Inc (4.2%), Microsoft Corp (3.7%). Go to all HVEIX holdings, HVEIX sectors, or HVEIX dividends.
HVEIX can be compared against other funds. Use HVEIX overlap to find shared positions, or HVEIX vs another fund for a side-by-side view. HVEIX alternatives are available via the screener, along with tax-loss harvesting opportunities.