ADOIX Mutual Fund

ADOIX Mutual Fund (AXS Dynamic Opportunity Fund Class I) is managed by AXS Investments with $57.5M in net assets. ADOIX expense ratio is 2.08%, holding 40 positions across sectors including Information Technology, Industrials, Consumer Discretionary. Inception date: 2015-01-20.

ADOIX performance shows a YTD return of 8.03%. The 1-year return is 3.66% and the 5-year return is 4.88%. ADOIX dividend yield stands at 2.65%, paid annually.

ADOIX top holdings include Axs Adaptive Plus Fund - Class I (18.5%), Advanced Micro Devices Inc (7.2%), Vertiv Holdings Co Class A (6.6%), Lam Research Corp (6.4%), NVIDIA Corp (6.3%). Go to all ADOIX holdings, ADOIX sectors, or ADOIX dividends.

ADOIX can be compared against other funds. Use ADOIX overlap to find shared positions, or ADOIX vs another fund for a side-by-side view. ADOIX alternatives are available via the screener, along with tax-loss harvesting opportunities.