INVNX Mutual Fund
INVNX Mutual Fund
INVNX Mutual Fund
Evolutionary Tree Innovators Fund Class I
INVNX Mutual Fund Overview
INVNX Mutual Fund (Evolutionary Tree Innovators Fund Class I) is managed by Evolutionary Tree Capital Management, LLC with $1.4M in net assets. INVNX expense ratio is 0.97%, holding 27 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2020-09-09.
INVNX performance shows a YTD return of -13.14%. The 1-year return is -8.76% and the 5-year return is -5.40%.
INVNX top holdings include Microsoft Corp 4.100 Feb 06 37 (9.7%), Amazon.Com Inc (8.6%), Alphabet Inc.Class A (7.7%), Servicenow, Inc (4.9%), Shopify Inc. Cl A (4.7%). Go to all INVNX holdings, INVNX sectors, or INVNX dividends.
INVNX can be compared against other funds. Use INVNX overlap to find shared positions, or INVNX vs another fund for a side-by-side view. INVNX alternatives are available via the screener, along with tax-loss harvesting opportunities.