SNWRX Mutual Fund

SNWRX Mutual Fund (Easterly Snow Small Cap Value Fund Class R6) is managed by Easterly Funds with $12.77 in net assets. SNWRX expense ratio is 0.85%, holding 45 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2021-11-04.

SNWRX performance shows a YTD return of 16.26%. The 1-year return is 39.50% and the 5-year return is 13.72%. SNWRX dividend yield stands at 3.43%, paid annually.

SNWRX top holdings include Progyny Inc (4.2%), Terex Corp (3.6%), Astec Industries Inc (2.6%), Sensata Technologies Holding Plc Ordinary Shares (2.5%), Bbh Money Market Sweep (2.5%). Go to all SNWRX holdings, SNWRX sectors, or SNWRX dividends.

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