BVSIX Mutual Fund (Baywood Socially Responsible Fund Institutional Class) is managed by Baywood Funds with $29.1M in net assets. BVSIX expense ratio is 0.90%, holding 52 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2005-01-03.

BVSIX performance shows a YTD return of 7.86%. The 1-year return is 13.68% and the 5-year return is 9.18%. BVSIX dividend yield stands at 3.48%, paid quarterly.

BVSIX top holdings include First American Government Obligations Fund (5.4%), Kontoor Brands Inc (3.8%), Texas Pacific Land Trust (3.8%), Wr Berkley Corp (3.6%), Kinder Morgan, Inc. Class P (3.1%). View all BVSIX holdings, sector breakdown, or dividend history.

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