BIVRX Mutual Fund (Balter Invenomic Fund Investor Class) is managed by Invenomic Capital Management with $29.2M in net assets. BIVRX expense ratio is 3.30%, holding 272 positions across sectors including Materials, Health Care, Consumer Discretionary. Inception date: 2017-06-19.

BIVRX performance shows a YTD return of 7.66%. The 1-year return is -11.44% and the 5-year return is 13.58%. BIVRX dividend yield stands at 2.35%, paid annually.

BIVRX top holdings include First American Government Obligations Fund (3.1%), Akamai Technologies, Inc. It Services (2.8%), Eldorado Gold Corp (2.7%), Dentsply Sirona (2.7%), Lyft Inc. Class A (2.7%). View all BIVRX holdings, sector breakdown, or dividend history.

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