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Invenomic Super Institutional (BIVSX)
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17.69 - YTD Return -11.14%
- Expense Ratio 2.83%
- Category Long-Short Equity
- Last Cap Gain 0.00
- Morningstar Rating
- Morningstar Risk Rating --
- Sustainability Rating
- Net Assets 984.77M
- Beta (5Y Monthly) 0.00
- Yield 2.97%
- 5y Average Return --
- Holdings Turnover 140.00%
- Last Dividend 0.63
- Inception Date May 10, 2019
The fund invests primarily in both long and short positions in equity securities principally traded in United States markets. Under normal market conditions, the Sub-Adviser seeks to be fully invested in the long portfolio (greater than 80%), while allowing the size of the short portfolio to fluctuate based on the market opportunity. The fund may invest in equity securities of any type and across all market capitalizations. It may invest in securities of companies operating less than three years ("unseasoned issuers") and in initial public offerings of securities ("IPO").
Invenomic
Fund Family
Long-Short Equity
Fund Category
984.77M
Net Assets
2019-05-10
Inception Date
Performance Overview: BIVSX
View MoreTrailing returns as of 11/6/2024. Category is Long-Short Equity.
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Holdings: BIVSX
View MoreTop 10 Holdings (27.97% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorBIVSX
Consumer Cyclical 17.69%
Technology 17.38%
Communication Services 12.20%
Healthcare 10.43%
Energy 8.27%
Consumer Defensive 8.18%
Basic Materials 7.21%
Industrials 7.20%
Financial Services 6.68%
Utilities 3.69%
Real Estate 1.07%
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