BVSIX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Baywood Socially Responsible Instl (BVSIX) Ownership - Who owns Baywood Socially Responsible Instl?

The investment seeks long-term capital growth... Show more

Category: #Large Value

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

BVSIX

Net Assets

18.1M

Fund Existence

over 20 years

Turnover

23.00

Total Expense Ratio

0.89

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

5000

Min. Initial Investment IRA

N/A

Morningstar Category

Large Value

Administrative Fee

N/A

Annual Report Gross Expense Ratio

3.03

Assets in Top Ten Holdings

2.68M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

18.4M

Fund Type

OpenEnd

Index Fund

Management Fee

0.70

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

54.00

Number of Net Holdings

54.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

34.39%

Gain YTD

-3.685

Annual Yield % from dividends

1.37

Returns for 1 year

2.56

Returns for 3 years

15.68

Returns for 5 years

95.63

Returns for 10 years

64.19

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Category LargeValue

Profile

Fundamentals

Details