PHSWX Mutual Fund
PHSWX Mutual Fund
Parvin Hedged Equity Solari World Fund

PHSWX Mutual Fund Overview
PHSWX Mutual Fund (Parvin Hedged Equity Solari World Fund) is managed by Parvin Funds with $13.1M in net assets. PHSWX expense ratio is 2.26%, holding 38 positions across sectors including Unknown, Materials, Consumer Staples. Inception date: 2020-12-31.
PHSWX performance shows a YTD return of 5.87%. The 1-year return is 11.46% and the 5-year return is 3.05%. PHSWX dividend yield stands at 0.47%, paid quarterly.
PHSWX top holdings include Hecla Mining Co Com S (5.3%), Silvercorp Metals Inc (4.9%), Fidelity Institutional Money Market - Treasury Portfolio - Class Iii (4.5%), Agnico Gold Corp (4.5%), Endeavour Silver Corp (3.9%). View all PHSWX holdings, sector breakdown, or dividend history.
PHSWX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PHSWX alternatives are available via the screener, along with tax-loss harvesting opportunities.