MFBIX Mutual Fund

MFBIX Mutual Fund

NAV$8.78
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Fund Essentials

Net Assets
-
Expense Ratio
0.54%
Dividend Yield (Current)
5.51%
Holdings
469
Inception Date
Oct 1, 2019
Fund Family
Mesirow Financial Holdings, Inc
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly
SEC 30-Day Yield
PRO

Performance

YTD+0.46%
1 Year+4.64%
3 Year+0.48%
5 Year+0.37%

Asset Allocation

Bonds: 99.39%
Other: 0.60%
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Dividend Summary

View Details →
Dividend Yield (Current)
5.51%
Frequency
Quarterly
Latest Distribution
$0.05
-

Peer Comparison

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

MFBIX Mutual Fund Overview

MFBIX Mutual Fund (Mesirow Enhanced Core Plus Fund Institutional Class) is managed by Mesirow Financial Holdings, Inc. MFBIX expense ratio is 0.54%, holding 469 positions across various sectors. Inception date: 2019-10-01.

MFBIX performance shows a YTD return of 0.46%. The 1-year return is 4.64% and the 5-year return is 0.37%. MFBIX dividend yield stands at 5.51%, paid quarterly.

MFBIX top holdings include a diversified portfolio. Go to all MFBIX holdings, MFBIX sectors, or MFBIX dividends.

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