ADOIX Mutual Fund

ADOIX Mutual Fund (AXS Dynamic Opportunity Fund Class I) is managed by AXS Investments with $62.1M in net assets. ADOIX expense ratio is 2.08%, holding 41 positions across sectors including Information Technology, Industrials, Communication Services. Inception date: 2015-01-20.

ADOIX performance shows a YTD return of 6.22%. The 1-year return is 9.53% and the 5-year return is 4.45%. ADOIX dividend yield stands at 2.69%, 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 Holding Corp (5.8%), Apple, Inc (4.7%). 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.