AXVIX Mutual Fund

AXVIX Mutual Fund (Acclivity Small Cap Value Fund Class I) is managed by Acclivity Investment Research with $34.9M in net assets. AXVIX expense ratio is 0.48%, holding 495 positions across sectors including Financials, Consumer Discretionary, Industrials. Inception date: 2018-12-31.

AXVIX performance shows a YTD return of 19.47%. The 1-year return is 32.21% and the 5-year return is 10.93%. AXVIX dividend yield stands at 3.60%, paid annually.

AXVIX top holdings include First Amern Fds Inc 01/01/2040 (1.5%), Brighthouse Financial Inc (1.2%), Western Alliance Bancorp Preferred Stock 07/56 6.25 (1.1%), Crescent Energy Inc Common Stock Usd 0.0001 (1.0%), Coca-Cola Consol (1.0%). Go to all AXVIX holdings, AXVIX sectors, or AXVIX dividends.

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