MISEX Mutual Fund

MISEX Mutual Fund (Midas Magic Fund) is managed by Midas Funds with $26.5M in net assets. MISEX expense ratio is 3.44%, holding 13 positions across sectors including Communication Services, Financials, Information Technology. Inception date: 1986-03-20.

MISEX performance shows a YTD return of 7.10%. The 1-year return is 21.88% and the 5-year return is 15.46%.

MISEX top holdings include Alphabet Inc (35.2%), Mastercard Inc (18.9%), Lam Research Corporation (11.6%), Jpmorgan Chase (7.8%), Williams-sonoma Inc (7.3%). Go to all MISEX holdings, MISEX sectors, or MISEX dividends.

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