BVPIX Mutual Fund (Baywood ValuePlus Fund Institutional Shares) is managed by Baywood Funds with $6.3M in net assets. BVPIX expense ratio is 0.70%, holding 52 positions across sectors including Financials, Energy, Industrials. Inception date: 2013-12-02.

BVPIX performance shows a YTD return of 5.11%. The 1-year return is 10.23% and the 5-year return is 9.47%. BVPIX dividend yield stands at 7.58%, paid quarterly.

BVPIX top holdings include First American Government Obligations Fund (4.3%), Medtronic Plc (3.8%), AT&T Inc. (3.5%), Raytheon Co. (3.2%), Kontoor Brands Inc (3.2%). View all BVPIX holdings, sector breakdown, or dividend history.

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