BFSIX Mutual Fund (BFS Equity Fund Institutional Class) is managed by BFS Family of Funds with $59.6M in net assets. BFSIX expense ratio is 0.99%, holding 38 positions across sectors including Information Technology, Industrials, Communication Services. Inception date: 2013-11-08.

BFSIX performance shows a YTD return of -0.54%. The 1-year return is 7.49%. BFSIX dividend yield stands at 5.98%, paid annually.

BFSIX top holdings include Alphabet Inc Common Stock USD 0.001 (5.9%), Microsoft Corp 4.100 Feb 06 37 (5.3%), Meta Platforms, Inc. (5.1%), Nvidia Corp. (4.9%), Jpmorgan Chase (4.8%). View all BFSIX holdings, sector breakdown, or dividend history.

BFSIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BFSIX alternatives are available via the screener, along with tax-loss harvesting opportunities.