CFNDX Mutual Fund
CFNDX Mutual Fund
Cargile Fund
CFNDX Mutual Fund Overview
CFNDX Mutual Fund (Cargile Fund) is managed by CARGILE Investment Management with $2.6M in net assets. CFNDX expense ratio is 1.80%, holding 3 positions across sectors including Financials, Unknown. Inception date: 2018-07-09.
CFNDX performance shows a YTD return of 8.83%. The 1-year return is 19.29% and the 5-year return is 2.30%. CFNDX dividend yield stands at 0.96%, paid annually.
CFNDX top holdings include Vanguard S&P 500 ETF (51.4%), Goldman Sachs Fin Gov 465 Institut (32.7%), Proshares Ultra S&p500 (15.9%). View all CFNDX holdings, sector breakdown, or dividend history.
CFNDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CFNDX alternatives are available via the screener, along with tax-loss harvesting opportunities.