CONWX Mutual Fund

CONWX Mutual Fund (Concorde Wealth Management Fund) is managed by Concorde Funds with $43.1M in net assets. CONWX expense ratio is 1.80%, holding 54 positions across sectors including Energy, Financials, Real Estate. Inception date: 1987-12-04.

CONWX performance shows a YTD return of 5.75%. The 1-year return is 9.56% and the 5-year return is 6.76%. CONWX dividend yield stands at 2.80%.

CONWX top holdings include Texas Pacific Land Trust (6.1%), United States Treasury Note/Bond 3.25% 6/30/2029 (4.6%), Sprott Physical Gold Trust (4.2%), Morgan Stanley Institutional L Msilf Government Port Inst (3.3%), Llr Equity Partners V, L.p. (3.3%). Go to all CONWX holdings, CONWX sectors, or CONWX dividends.

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