Invenomic Mutual Funds List
Here you can find all mutual funds issued by Invenomic and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 2
- Avg. Expense Ratio
- 2.83%
- Avg. 1 Year Return
- -2.04%
- Avg. 5 Year Return
- 9.05%
- Median Risk/Return Score
- 2 / 100
Invenomic Mutual Funds List
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Invenomic Fund Institutional Class | Long-Short | Jun 19, 2017 | 3.17% | -9.27% | — | 2.42% | 2 | ||||||||
| Invenomic Fund | Long-Short | Jun 18, 2017 | 2.48% | -9.39% | — | 2.13% | 2 |
Explore top Invenomic Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Invenomic Mutual funds by Risk/Return Score
The top Invenomic Mutual funds by PortfoliosLab Risk/Return Score are BIVIX (2) and BIVRX (2).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Invenomic Fund Institutional Class | 2 | — | Jun 2017 | |
| Invenomic Fund | 2 | — | Jun 2017 |
Best-Performing Invenomic Mutual funds Over 5 Years
The top Invenomic Mutual funds is BIVIX (10.56%).
Across the lineup, Invenomic Mutual funds show an average 1-year return of -2.04% and an average 5-year return of 9.05%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Invenomic Fund Institutional Class | 10.56% | — | Jun 2017 | |
| Invenomic Fund | 7.53% | — | Jun 2017 |
Lowest-Cost Invenomic Mutual funds
The top Invenomic Mutual funds is BIVRX (2.48%).
With an average expense ratio of 2.83%, Invenomic Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Invenomic Fund | 2.48% | — | Jun 2017 | |
| Invenomic Fund Institutional Class | 3.17% | — | Jun 2017 |
Highest-Yield Invenomic Mutual funds
The top Invenomic Mutual funds is BIVIX (2.42%).
Across the lineup, Invenomic Mutual funds show an average dividend yield of 2.27%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Invenomic Fund Institutional Class | 2.42% | — | Jun 2017 | |
| Invenomic Fund | 2.13% | — | Jun 2017 |
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