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 11.96%, paid annually.

MWMIX top holdings include Bristol-Myers Squibb Co. (2.9%), Constellation Brands Inc Common Stock Usd 0.01 (2.7%), Mondelez International Inc Com A Npv (2.7%), Kenvue Inc (2.7%), Airbnb Inc (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.