TETAX Mutual Fund

TETAX Mutual Fund

NAV$13.93

Fund Essentials

Net Assets
$705,099.01
Expense Ratio
1.37%
Dividend Yield (Current)
0.19%
Holdings
73
Inception Date
Apr 19, 2004
Fund Family
RBC Global Asset Management (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD-0.29%
1 Year-4.80%
3 Year+11.08%
5 Year+12.41%
10 Year+12.08%

Asset Allocation

Stocks: 93.00%
Cash: 1.07%
Other: 5.92%

Top Holdings

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Dividend Summary

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Dividend Yield (Current)
0.19%
Frequency
Annually
Latest Distribution
$2.42
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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TETAX Mutual Fund Overview

TETAX Mutual Fund (RBC Enterprise Fund Class A) is managed by RBC Global Asset Management (US) with $705,099.01 in net assets. TETAX expense ratio is 1.37%, holding 73 positions across various sectors. Inception date: 2004-04-19.

TETAX performance shows a YTD return of -0.29%. The 1-year return is -4.80% and the 5-year return is 12.41%. TETAX dividend yield stands at 0.19%, paid annually.

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

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