PHSWX Mutual Fund

PHSWX Mutual Fund (Parvin Hedged Equity Solari World Fund) is managed by Parvin Funds with $13.8M in net assets. PHSWX expense ratio is 2.26%, holding 36 positions across sectors including Materials, Consumer Staples, Consumer Discretionary. Inception date: 2020-12-31.

PHSWX performance shows a YTD return of 5.97%. The 1-year return is 15.92% and the 5-year return is 3.50%. PHSWX dividend yield stands at 0.46%, paid quarterly.

PHSWX top holdings include Fidelity Institutional Money Market - Treasury Portfolio - Class Iii (15.1%), Silvercorp Metals Inc (4.7%), Hecla Mining Co (4.0%), Agnico Eagle Mines Ltd (3.4%), Osisko Gold Royalties Ltd (3.2%). Go to all PHSWX holdings, PHSWX sectors, or PHSWX dividends.

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