EVDAX Mutual Fund

EVDAX Mutual Fund (Camelot Event Driven Fund Class A) is managed by Camelot Funds with $9.1M in net assets. EVDAX expense ratio is 2.00%, holding 174 positions across sectors including Energy, Health Care, Financials. Inception date: 2003-11-21.

EVDAX performance shows a YTD return of 2.45%. The 1-year return is 2.58% and the 5-year return is 6.01%. EVDAX dividend yield stands at 0.20%.

EVDAX top holdings include Fidelity Institutional Money Market - Treasury Portfolio - Class Iii (6.9%), Kimberly-Clark Corp. (5.3%), Crown Castle International Corp (4.6%), Humana Inc. (4.6%), Medtronic plc (4.1%). Go to all EVDAX holdings, EVDAX sectors, or EVDAX dividends.

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