VOLMX Mutual Fund
VOLMX Mutual Fund
Volumetric Fund
VOLMX Mutual Fund Overview
VOLMX Mutual Fund (Volumetric Fund) is managed by Volumetric Funds Inc. with $37.0M in net assets. VOLMX expense ratio is 1.89%, holding 43 positions across sectors including Unknown, Industrials, Financials. Inception date: 1979-01-02.
VOLMX performance shows a YTD return of 10.36%. The 1-year return is 12.14% and the 5-year return is 3.74%. VOLMX dividend yield stands at 1.71%, paid annually.
VOLMX top holdings include Fidelity Instl Cash Ptf / Govt Cl I (22.5%), Barrick Gold Corp (7.9%), Alphabet Inc series C (2.8%), Casey's General Stores Inc (2.7%), Applied Materials, Inc. (2.4%). View all VOLMX holdings, sector breakdown, or dividend history.
VOLMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. VOLMX alternatives are available via the screener, along with tax-loss harvesting opportunities.