Torray Equity Income FundTORYX

MUTUAL FUNDTorray
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$343.3M
Expense ratio
0.95%
1-year return
+14.5%
3 years, a year
+14.8%
5 years, a year
—
Holdings
23

What it aims to do.

The Torray Equity Income Fund (formerly known as the Torray Fund) (the ?Fund?) seeks to build investor wealth over time, with a particular focus on the level and growth of current income.

Top 10 holdings.

Holding% of fund
PSX Phillips 666.53%
TXN Texas Instruments Inc6.18%
CVX Chevron Corp5.44%
PEP PepsiCo Inc4.94%
CNA CNA Financial Corp4.90%
PFE Pfizer Inc4.83%
OKE ONEOK Inc4.82%
CEG Constellation Energy Corp4.80%
HPE Hp Enterprise Co4.73%
Royalty Pharma PLC4.71%

More on TORYX.

Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.