COIDX Mutual Fund
COIDX Mutual Fund
IDX Adaptive Opportunities Fund Class Institutional
COIDX Mutual Fund Overview
COIDX Mutual Fund (IDX Adaptive Opportunities Fund Class Institutional) is managed by IDX Funds. COIDX expense ratio is 2.06%, holding 29 positions across sectors including Financials, Unknown, Other. Inception date: 2022-11-01.
COIDX performance shows a YTD return of 1.23%. The 1-year return is 18.12%. COIDX dividend yield stands at 7.55%, paid annually.
COIDX top holdings include First American Government Obligations Fund (49.5%), Glb X Funds/glb X Uranium Etf P (3.5%), Sprott Physical Silver Trust (3.0%), Sarmaya Thematic Etf (2.3%), Ishares Core Msci Eafe ETF (1.8%). View all COIDX holdings, sector breakdown, or dividend history.
COIDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. COIDX alternatives are available via the screener, along with tax-loss harvesting opportunities.