INVTX Mutual Fund (Evolutionary Tree Innovators Fund Class A) is managed by Evolutionary Tree Capital Management, LLC with $3.0M in net assets. INVTX expense ratio is 1.22%, holding 27 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2022-02-28.

INVTX performance shows a YTD return of -2.91%. The 1-year return is -6.09%.

INVTX 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 INVTX holdings, sector breakdown, or dividend history.

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