CONWX Mutual Fund (Concorde Wealth Management Fund) is managed by Concorde Funds with $42.4M in net assets. CONWX expense ratio is 1.80%, holding 54 positions across sectors including Unknown, Energy, Financials. Inception date: 1987-12-04.

CONWX performance shows a YTD return of 7.15%. The 1-year return is 15.20% and the 5-year return is 6.39%. CONWX dividend yield stands at 3.46%, paid annually.

CONWX top holdings include Morgan Stanley Institutional Liquidity Funds - Government Portfolio - Institutional Class (5.0%), Sprott Physical Gold Trust (4.7%), United States Treasury Note/Bond 3.25% 6/30/2029 (4.7%), Texas Pacific Land Trust (4.0%), Broadcom Inc 5.7 01/15/2056 5.7 2056-01-15 (3.6%). View all CONWX holdings, sector breakdown, or dividend history.

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