VWMVX Mutual Fund
VWMVX Mutual Fund
VWMVX Mutual Fund
Venerable World Moderate Allocation Fund Class V
VWMVX Mutual Fund Overview
VWMVX Mutual Fund (Venerable World Moderate Allocation Fund Class V) is managed by Venerable. VWMVX expense ratio is 1.00%, holding 3 positions across various sectors. Inception date: 2025-09-05.
VWMVX performance shows a YTD return of 5.60%. The 1-year return is 8.72%. VWMVX dividend yield stands at 0.59%, paid annually.
VWMVX top holdings include Venerable World Equity I (61.1%), Venerable Strategic Bond Fund (23.1%), Venerable High Yield Fund (15.8%). Go to all VWMVX holdings, VWMVX sectors, or VWMVX dividends.
VWMVX can be compared against other funds. Use VWMVX overlap to find shared positions, or VWMVX vs another fund for a side-by-side view. VWMVX alternatives are available via the screener, along with tax-loss harvesting opportunities.