INVNX Mutual Fund
INVNX Mutual Fund
Evolutionary Tree Innovators Fund Class I

INVNX Mutual Fund Overview
INVNX Mutual Fund (Evolutionary Tree Innovators Fund Class I) is managed by Evolutionary Tree Capital Management, LLC with $17.5M in net assets. INVNX expense ratio is 0.97%, holding 27 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2020-09-09.
INVNX performance shows a YTD return of -2.89%. The 1-year return is -5.86% and the 5-year return is -3.78%.
INVNX top holdings include Microsoft Corp (9.7%), Amazon.Com Inc (8.6%), Alphabet Inc,class A (7.7%), Servicenow, Inc. (4.9%), Shopify Inc. (4.7%). View all INVNX holdings, sector breakdown, or dividend history.
INVNX can be compared against other funds using the overlap calculator or side-by-side comparison tool. INVNX alternatives are available via the screener, along with tax-loss harvesting opportunities.