TRUEX Mutual Fund

TRUEX Mutual Fund (True Rock Fund) is managed by MSS Series Trust with $53.4M in net assets. TRUEX expense ratio is 1.50%, holding 55 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2020-03-06.

TRUEX performance shows a YTD return of 45.91%. The 1-year return is 47.97% and the 5-year return is 34.52%. TRUEX dividend yield stands at 16.20%, paid annually.

TRUEX top holdings include Sandisk Corp. (6.6%), Micron Technology, Inc. (6.2%), Cfd Bloom Energy Corp- A (5.7%), Coherent, Inc (5.1%), Nvidia Corp (4.2%). Go to all TRUEX holdings, TRUEX sectors, or TRUEX dividends.

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