BIVIX Mutual Fund (Balter Invenomic Fund Institutional Class) is managed by Invenomic Capital Management with $461.7M in net assets. BIVIX expense ratio is 3.05%, holding 272 positions across sectors including Materials, Health Care, Consumer Discretionary. Inception date: 2017-06-19.

BIVIX performance shows a YTD return of -15.07%. The 1-year return is -11.22% and the 5-year return is 6.78%. BIVIX dividend yield stands at 2.66%, paid annually.

BIVIX 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 BIVIX holdings, sector breakdown, or dividend history.

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