BIVSX Mutual Fund (Balter Invenomic Fund) is managed by Invenomic Capital Management with $111.8M in net assets. BIVSX expense ratio is 2.80%, holding 272 positions across sectors including Materials, Health Care, Consumer Discretionary. Inception date: 2019-05-10.

BIVSX performance shows a YTD return of 7.92%. The 1-year return is -11.00% and the 5-year return is 14.13%. BIVSX dividend yield stands at 2.94%, paid annually.

BIVSX 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 BIVSX holdings, sector breakdown, or dividend history.

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