TETIX Mutual Fund

NAV$15.41

Fund Essentials

Net Assets
$62M
Expense Ratio
1.12%
Dividend Yield (Current)
0.45%
Holdings
73
Inception Date
Sep 30, 2004
Fund Family
RBC Global Asset Management (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD-0.19%
1 Year-4.57%
3 Year+6.39%
5 Year+9.66%
10 Year+6.78%

Asset Allocation

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

Price Chart (6M)

Loading chart data...

Top Holdings

View All →
TickerNameWeight
Download all 73 holdings for TETIX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
0.45%
Frequency
Annually
Latest Distribution
$2.47
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
See how TETIX 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.

TETIX Mutual Fund Overview

TETIX Mutual Fund (RBC Enterprise Fund Class I) is managed by RBC Global Asset Management (US) with $61.9M in net assets. TETIX expense ratio is 1.12%, holding 73 positions across various sectors. Inception date: 2004-09-30.

TETIX performance shows a YTD return of -0.19%. The 1-year return is -4.57% and the 5-year return is 9.66%. TETIX dividend yield stands at 0.45%, paid annually.

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

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