WAYEX Mutual Fund

WAYEX Mutual Fund (Waycross Managed Risk Equity Fund) is managed by Waycross Funds with $122.3M in net assets. WAYEX expense ratio is 2.25%, holding 94 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2015-04-29.

WAYEX performance shows a YTD return of -0.67%. The 1-year return is 3.88% and the 5-year return is 6.51%. WAYEX dividend yield stands at 5.32%, paid annually.

WAYEX top holdings include Fidelity Inv Mmkt Govt-I 12/31/2031 (6.3%), Alphabet Inc Common Stock USD 0.001 (4.4%), Nvidia Corp. (3.9%), Amazon.Com Inc (3.2%), Microsoft Corp (2.9%). Go to all WAYEX holdings, WAYEX sectors, or WAYEX dividends.

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