ADOIX Mutual Fund

ADOIX Mutual Fund (AXS Dynamic Opportunity Fund Class I) is managed by AXS Investments with $60.2M in net assets. ADOIX expense ratio is 2.08%, holding 41 positions across sectors including Information Technology, Industrials, Consumer Discretionary. 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 2.58%, paid annually.

ADOIX top holdings include Axs Adaptive Plus Fund - Class I (18.5%), Advanced Micro Devices Inc (7.2%), Vertiv Holdings Co (6.6%), Lrcx Uw Equity (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.