Waycross Focused Core Equity FundWAYFX

MUTUAL FUNDWaycross
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$149.2M
Expense ratio
0.69%
1-year return
+15.3%
3 years, a year
+22.5%
5 years, a year
+13.5%
Holdings
32

What it aims to do.

The Waycross Focused Core Equity Fund (the ?Fund?) seeks capital appreciation over a full market cycle, which the Fund defines as a sustained upswing in equity markets followed by a pull back and recovery.

Top 10 holdings.

Holding% of fund
NVDA NVIDIA Corp.7.55%
GOOGL Alphabet Inc.7.15%
MSFT Microsoft Corp.5.95%
AAPL Apple Inc.5.84%
META Meta Platforms Inc4.56%
AMZN Amazon.com, Inc.4.53%
GS Goldman Sachs Group, Inc.4.33%
BA Boeing Co.3.94%
AVGO Broadcom Inc3.49%
LOW Lowes Companies, Inc.3.47%

More on WAYFX.

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