AXSPX Mutual Fund (AXS Adaptive Plus Fund Class I) is managed by AXS Investments with $35.2M in net assets. AXSPX expense ratio is 1.99%, holding 4 positions across sectors including Financials, Other. Inception date: 2022-09-15.

AXSPX performance shows a YTD return of 19.44%. The 1-year return is 21.50%. AXSPX dividend yield stands at 1.73%, paid annually.

AXSPX top holdings include United States Treasury Bill 08/06/2026 2026-08-06 (31.5%), Treasury Bill Jun 04, 2026 (25.4%), T 4 5/8 11/15/45 (23.1%), Jpmorgan US Government Money Market Fund (20.6%). View all AXSPX holdings, sector breakdown, or dividend history.

AXSPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. AXSPX alternatives are available via the screener, along with tax-loss harvesting opportunities.