LDVCX Mutual Fund
LDVCX Mutual Fund
AXS FTSE Venture Capital Return Tracker Fund Class C
LDVCX Mutual Fund Overview
LDVCX Mutual Fund (AXS FTSE Venture Capital Return Tracker Fund Class C) is managed by AXS Investments with $3.1M in net assets. LDVCX expense ratio is 2.51%, holding 147 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2015-09-23.
LDVCX performance shows a YTD return of -14.75%. The 1-year return is -19.36% and the 5-year return is -3.94%.
LDVCX top holdings include Palantir Technologies, Inc. – Class A (5.1%), Netflix Inc (4.8%), Mastercard Incorporated Class 'A' (4.6%), Oracle Corp. (4.6%), Microsoft Corp 4.100 Feb 06 37 (4.5%). View all LDVCX holdings, sector breakdown, or dividend history.
LDVCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LDVCX alternatives are available via the screener, along with tax-loss harvesting opportunities.