BIVSX Mutual Fund

BIVSX Mutual Fund (Balter Invenomic Fund) is managed by Invenomic Capital Management with $267.2M in net assets. BIVSX expense ratio is 2.80%, holding 279 positions across sectors including Health Care, Materials, Consumer Discretionary. Inception date: 2019-05-10.

BIVSX performance shows a YTD return of -2.70%. The 1-year return is -0.76% and the 5-year return is 20.08%. BIVSX dividend yield stands at 5.13%.

BIVSX top holdings include First American Government Obligations Fund (8.8%), Workday, Inc., Class A (3.4%), Salesforce Inc Crm Us Equity (3.1%), Universal Health Services Inc. (3.1%), Globalpayments Inc. (3.1%). Go to all BIVSX holdings, BIVSX sectors, or BIVSX dividends.

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