EVDIX Mutual Fund

EVDIX Mutual Fund (Camelot Event Driven Fund Institutional Class) is managed by Camelot Funds with $121.1M in net assets. EVDIX expense ratio is 1.74%, holding 174 positions across sectors including Energy, Health Care, Financials. Inception date: 2010-06-07.

EVDIX performance shows a YTD return of 2.71%. The 1-year return is 2.90% and the 5-year return is 6.29%. EVDIX dividend yield stands at 0.34%.

EVDIX 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 EVDIX holdings, EVDIX sectors, or EVDIX dividends.

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