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Camelot Event Driven Institutional (EVDIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.72-0.04 (-0.20%)
As of 08:05AM EDT. Market open.
Full screen
Previous close19.76
YTD return0.31%
Expense ratio (net)2.00%
CategoryEvent Driven
Last cap gain-9.00
Morningstar rating★★★★★
Morningstar risk ratingHigh
Sustainability rating
Net assets97.69M
Beta (5Y monthly)0.36
Yield1.25%
5y average returnN/A
Holdings turnover102.00%
Last dividend0.26
Average for categoryN/A
Inception date21 Nov 2003
  • GlobeNewswire

    Camelot Event-Driven Fund Celebrates 20-Year Anniversary

    MAUMEE, Ohio, Nov. 21, 2023 (GLOBE NEWSWIRE) -- Camelot Event-Driven Advisors is proud to announce the 20-year anniversary of the Camelot Event-Driven Fund ("the Fund"), tickers EVDAX, EVDIX. The Fund was launched on November 21, 2003, and is co-managed by portfolio managers Thomas Kirchner and Paul Hoffmeister. Since its inception, the Fund carries an overall 5-star rating out of 42 funds in the Morningstar Event-Driven Category, based on risk-adjusted returns, and uses a weighted average of th