WAYEX Mutual Fund
WAYEX Mutual Fund
Waycross Managed Risk Equity Fund
WAYEX Mutual Fund Overview
WAYEX Mutual Fund (Waycross Managed Risk Equity Fund) is managed by Waycross Funds with $107.3M in net assets. WAYEX expense ratio is 2.31%, holding 100 positions across sectors including Unknown, Information Technology, Financials. Inception date: 2015-04-29.
WAYEX performance shows a YTD return of 0.11%. The 1-year return is 7.67% and the 5-year return is 6.57%. WAYEX dividend yield stands at 5.28%, paid annually.
WAYEX top holdings include Fidelity Instl Cash Ptf / Govt Cl I (6.3%), 'alphabet Inc., Class 'a'' (4.4%), Nvidia Corp (3.9%), Amazon.Com Inc (3.2%), Microsoft Corp 4.100 Feb 06 37 (2.9%). View all WAYEX holdings, sector breakdown, or dividend history.
WAYEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WAYEX alternatives are available via the screener, along with tax-loss harvesting opportunities.