ADOIX Mutual Fund
ADOIX Mutual Fund
AXS Dynamic Opportunity Fund Class I
ADOIX Mutual Fund Overview
ADOIX Mutual Fund (AXS Dynamic Opportunity Fund Class I) is managed by AXS Investments with $58.2M in net assets. ADOIX expense ratio is 2.08%, holding 41 positions across sectors including Unknown, Information Technology, Industrials. Inception date: 2015-01-20.
ADOIX performance shows a YTD return of 14.99%. The 1-year return is 22.03% and the 5-year return is 5.96%. ADOIX dividend yield stands at 2.49%, paid annually.
ADOIX top holdings include Axs Adaptive Plus Fund - Class I (18.5%), Nvidia Corp (6.4%), Proshares Ultrapro Short Qqq (6.3%), Vertiv Group Corp (5.8%), Apple Inc (4.7%). View all ADOIX holdings, sector breakdown, or dividend history.
ADOIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ADOIX alternatives are available via the screener, along with tax-loss harvesting opportunities.