MWMIX Mutual Fund

MWMIX Mutual Fund (VanEck Morningstar Wide Moat Fund Class I) is managed by VanEck with $1.2M in net assets. MWMIX expense ratio is 0.59%, holding 58 positions across sectors including Information Technology, Consumer Staples, Health Care. Inception date: 2017-11-06.

MWMIX performance shows a YTD return of 4.29%. The 1-year return is 12.99% and the 5-year return is 8.62%. MWMIX dividend yield stands at 11.29%, paid annually.

MWMIX top holdings include Lpl Holdings (2.8%), Schwab Strategic T (2.7%), Veeva Systems Inc (2.7%), Bristol-Myers Squibb Co. (2.6%), Microsoft Corp (2.6%). Go to all MWMIX holdings, MWMIX sectors, or MWMIX dividends.

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