KBIWX Mutual Fund

KBIWX Mutual Fund (KBI Global Investors Aquarius Fund) is managed by KBI Global Investors. KBIWX expense ratio is 1.00%, holding 48 positions across sectors including Industrials, Materials. Inception date: 2018-10-12.

KBIWX performance shows a YTD return of 6.30%. The 1-year return is 7.31% and the 5-year return is 6.37%. KBIWX dividend yield stands at 8.40%, paid annually.

KBIWX top holdings include Core & Main Lp 144a (3.2%), American Water Works Co. Inc. (2.7%), Aalberts Industries N.v. (2.7%), Arcadis Nv (2.0%), Advanced Drainag Tm B 1ln 7/26 (1.8%). Go to all KBIWX holdings, KBIWX sectors, or KBIWX dividends.

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