VNUAX Mutual Fund

VNUAX Mutual Fund

NAV$3.30
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Fund Essentials - as of Jul 31, 2026

Net Assets
-
Expense Ratio
0.90%
Dividend Yield (Current)
449.29%
Holdings
39
Inception Date
Oct 21, 2024
Fund Family
Vontobel
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD-6.04%
1 Year-5.64%
3 Year+7.23%
5 Year+5.22%

Asset Allocation

Stocks: 97.28%
Cash: 2.72%
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Top Holdings

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TickerNameWeight
GOOGLAlphabet Inc,class A5.42%
AMZNAmazon.Com Inc4.96%
WMWaste Mgmt4.84%
MAMastercard Inc4.26%
ICEInternational Exchange, Inc.3.58%
Top 10 Concentration: 37.92%Report Date: Jul 31, 2026
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Dividend Summary

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Dividend Yield (Current)
449.29%
Frequency
Annually

Peer Comparison

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

VNUAX Mutual Fund Overview

VNUAX Mutual Fund (Vontobel US Equity Fund Class A) is managed by Vontobel. VNUAX expense ratio is 0.90%, holding 39 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2024-10-21.

VNUAX performance shows a YTD return of -6.04%. The 1-year return is -5.64% and the 5-year return is 5.22%. VNUAX dividend yield stands at 449.29%, paid annually.

VNUAX top holdings include Alphabet Inc,class A (5.4%), Amazon.Com Inc (5.0%), Waste Mgmt (4.8%), Mastercard Inc (4.3%), International Exchange, Inc. (3.6%). Go to all VNUAX holdings, VNUAX sectors, or VNUAX dividends.

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