MAFIX Mutual Fund

MAFIX Mutual Fund

NAV$13.15
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Fund Essentials - as of May 31, 2026

Net Assets
$1.1B
Expense Ratio
1.80%
Dividend Yield (Current)
10.37%
Holdings
616
Inception Date
Apr 11, 2018
Fund Family
ABBEY CAPITAL
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+8.66%
1 Year+23.79%
3 Year+8.03%
5 Year+7.47%

Asset Allocation

Bonds: 30.95%
Cash: 5.78%
Other: 63.26%
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Top Holdings

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TickerNameWeight
VOOVanguard S&P 500 ETF51.93%
USBFS04U.S. Bank Money Market Deposit Account4.91%
-Treasury Bill 0% Jul 02, 20263.45%
-Wi Treasury Bill 2026-08-273.43%
-United States Treasury Bill 09/03/20261.81%
Top 10 Concentration: 73.54%Report Date: May 31, 2026
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Dividend Summary

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Dividend Yield (Current)
10.37%
Frequency
Annually
Latest Distribution
$1.18
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

MAFIX Mutual Fund Overview

MAFIX Mutual Fund (Abbey Capital Multi Asset Fund Institutional Class) is managed by ABBEY CAPITAL with $1.07B in net assets. MAFIX expense ratio is 1.80%, holding 616 positions across sectors including Financials. Inception date: 2018-04-11.

MAFIX performance shows a YTD return of 8.66%. The 1-year return is 23.79% and the 5-year return is 7.47%. MAFIX dividend yield stands at 10.37%, paid annually.

MAFIX top holdings include Vanguard S&P 500 ETF (51.9%), U.S. Bank Money Market Deposit Account (4.9%), Treasury Bill 0% Jul 02, 2026 (3.5%), Wi Treasury Bill 2026-08-27 (3.4%), United States Treasury Bill 09/03/2026 (1.8%). Go to all MAFIX holdings, MAFIX sectors, or MAFIX dividends.

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