WAVLX Mutual Fund

WAVLX Mutual Fund (Wavelength Fund) is managed by Wavelength Funds with $130.9M in net assets. WAVLX expense ratio is 1.26%, holding 30 positions across sectors including Financials. Inception date: 2013-09-30.

WAVLX performance shows a YTD return of 1.73%. The 1-year return is 6.62% and the 5-year return is 2.25%. WAVLX dividend yield stands at 3.57%, paid monthly.

WAVLX top holdings include First American Government Obligations Fund (31.8%), Vanguard Mortgage-backed Securities ETF (10.8%), Invesco Senior Loan ETF (10.3%), Spdr Barclays Short Term High Yield Bond Etf (10.1%), Vanguard Short-term Inflation- Vanguard Short-term Tips (10.1%). Go to all WAVLX holdings, WAVLX sectors, or WAVLX dividends.

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