PROVX Mutual Fund
PROVX Mutual Fund
Provident Trust Strategy Fund

PROVX Mutual Fund Overview
PROVX Mutual Fund (Provident Trust Strategy Fund) is managed by Provident Mutual Funds, Inc. with $193.6M in net assets. PROVX expense ratio is 0.95%, holding 14 positions across sectors including Financials, Communication Services, Consumer Discretionary. Inception date: 1986-12-30.
PROVX performance shows a YTD return of 3.49%. The 1-year return is 19.57% and the 5-year return is 6.87%. PROVX dividend yield stands at 16.20%, paid annually.
PROVX top holdings include Alphabet Inc. C (15.8%), Alphabet Inc Common Stock USD 0.001 (15.7%), First Am Treas Obli-X (12.4%), Costco Wholesale Corp. (8.6%), Visa Inc Class A (6.8%). View all PROVX holdings, sector breakdown, or dividend history.
PROVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PROVX alternatives are available via the screener, along with tax-loss harvesting opportunities.