VNUIX Mutual Fund

VNUIX Mutual Fund

NAV$3.49
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Fund Essentials - as of Jul 31, 2026

Net Assets
-
Expense Ratio
0.50%
Dividend Yield (Current)
426.75%
Holdings
39
Inception Date
Jan 6, 2025
Fund Family
Vontobel
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD-5.80%
1 Year-5.01%
3 Year+7.74%
5 Year+5.63%

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)
426.75%
Frequency
Annually

Peer Comparison

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

VNUIX Mutual Fund Overview

VNUIX Mutual Fund (Vontobel US Equity Fund Institutional Class) is managed by Vontobel. VNUIX expense ratio is 0.50%, holding 39 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2025-01-06.

VNUIX performance shows a YTD return of -5.80%. The 1-year return is -5.01% and the 5-year return is 5.63%. VNUIX dividend yield stands at 426.75%, paid annually.

VNUIX 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 VNUIX holdings, VNUIX sectors, or VNUIX dividends.

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