WAYEX Mutual Fund

WAYEX Mutual Fund (Waycross Managed Risk Equity Fund) is managed by Waycross Funds with $118.6M in net assets. WAYEX expense ratio is 2.25%, holding 94 positions across sectors including Information Technology, Consumer Discretionary, 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 6.95%. WAYEX dividend yield stands at 5.33%, paid annually.

WAYEX top holdings include Fidelity Inv Mmkt Govt-I 12/31/2031 (7.6%), Alphabet Inc,class A (5.2%), Nvidia Corp (4.3%), Amazon.Com Inc (4.3%), Microsoft Corp (3.6%). 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.