RMSVX Mutual Fund

NAV$4.17

Fund Essentials

Net Assets
$67,005.32
Expense Ratio
0.95%
Dividend Yield (Current)
3.80%
Holdings
98
Inception Date
Apr 27, 2022
Fund Family
Easterly Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

YTD-0.08%
1 Year+2.94%
3 Year+2.83%

Asset Allocation

Bonds: 97.65%
Cash: 2.36%

Price Chart (6M)

Loading chart data...

Top Holdings

View All →
TickerNameWeight
Download all 98 holdings for RMSVX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
3.80%
Frequency
Monthly

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
See how RMSVX ranks against its peers
Category rank, peer-average returns and outperformance, updated daily.
$49$29/mo
Claim the $29 launch price
First 500 subscribers, then $49/mo. Cancel anytime. From MarketXLS, trusted since 2014.

RMSVX Mutual Fund Overview

RMSVX Mutual Fund (Easterly RocMuni Short Term Municipal Bond Fund Investor Class) is managed by Easterly Funds with $67,005.32 in net assets. RMSVX expense ratio is 0.95%, holding 98 positions across various sectors. Inception date: 2022-04-27.

RMSVX performance shows a YTD return of -0.08%. The 1-year return is 2.94%. RMSVX dividend yield stands at 3.80%, paid monthly.

RMSVX top holdings include a diversified portfolio. View all RMSVX holdings, sector breakdown, or dividend history.

RMSVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. RMSVX alternatives are available via the screener, along with tax-loss harvesting opportunities.