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WAYFX
Mutual Fund ticker: NASDAQ
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Waycross Focused Core Equity Fund (WAYFX) Ownership - Who owns Waycross Focused Core Equity Fund?

The investment seeks capital appreciation over a full market cycle, which the advisor defines as a sustained upswing in equity markets followed by a pull back, and recovery... Show more

Category: #Large Blend

Profile

Category
Large Blend
Address
Waycross Independent TrustC/O ULTIMUS FUND SOLUTIONS, LLC
Phone
513-587-3400
Web
N/A

Details

Group
Domestic Stock Funds
Category
Large Blend
Total Expense Ratio
0.69
Min. Initial Investment
5000.00
Fund Existence
over 4 years
Turnover
35.00
Front Load
N/A
Net Assets
78226984.00
Manager Tenure
N/A

Fundamentals

WAYFX
Net Assets
78.2M
Fund Existence
over 4 years
Turnover
35.00
Total Expense Ratio
0.69
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
5000
Min. Initial Investment IRA
N/A
Morningstar Category
Large Blend
Administrative Fee
N/A
Annual Report Gross Expense Ratio
2.29
Assets in Top Ten Holdings
8.49M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
78.2M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.66
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
31.00
Number of Net Holdings
31.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
49.40%
Gain YTD
-5.136
Annual Yield % from dividends
0.31
Returns for 1 year
5.88
Returns for 3 years
36.12
Returns for 5 years
N/A
Returns for 10 years
N/A
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General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Waycross Independent TrustC/O ULTIMUS FUND SOLUTIONS, LLC
Phone
513-587-3400
Web
N/A