Baywood Sociallyresponsible FundBVSIX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$26.3M
Expense ratio
0.90%
1-year return
+8.8%
3 years, a year
+11.9%
5 years, a year
+9.5%
Holdings
52
What it aims to do.
The Baywood Socially Responsible Fund (the Fund) seeks to provide long-term capital growth.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| First American Government Obligations Fund | 5.42% |
| KTB Kontoor Brands Inc | 3.82% |
| TPL Texas Pacific Land Corp | 3.79% |
| WRB W R Berkley Corp | 3.62% |
| KMI Kinder Morgan Inc | 3.11% |
| HR Healthcare Realty Trust Inc | 3.08% |
| SBC AT&T Inc | 3.05% |
| CME CME Group Inc | 3.03% |
| MDT Medtronic PLC | 3.03% |
| AXP American Express Co | 2.99% |
More on BVSIX.
- BVSIX overview
- BVSIX holdings
- BVSIX risk
- BVSIX costs
- BVSIX money in and out
- BVSIX share classes
- Compare BVSIX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.