MVSIX Mutual Fund
MVSIX Mutual Fund
Mar Vista US Quality Fund Class Institutional
MVSIX Mutual Fund Overview
MVSIX Mutual Fund (Mar Vista US Quality Fund Class Institutional) is managed by Mar Vista Investment Partners with $12.4M in net assets. MVSIX expense ratio is 0.72%, holding 35 positions across various sectors. Inception date: 2011-11-01.
MVSIX performance shows a YTD return of 1.82%. The 1-year return is 10.62% and the 5-year return is 9.91%. MVSIX dividend yield stands at 1.68%, paid annually.
MVSIX top holdings include a diversified portfolio. View all MVSIX holdings, sector breakdown, or dividend history.
MVSIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MVSIX alternatives are available via the screener, along with tax-loss harvesting opportunities.