AXVNX Mutual Fund

AXVNX Mutual Fund (Acclivity Small Cap Value Fund Class N) is managed by Acclivity Investment Research with $7,313.56 in net assets. AXVNX expense ratio is 0.83%, holding 487 positions across sectors including Financials, Consumer Discretionary, Industrials. Inception date: 2018-12-31.

AXVNX performance shows a YTD return of 18.36%. The 1-year return is 20.50% and the 5-year return is 10.28%. AXVNX dividend yield stands at 3.32%, paid annually.

AXVNX top holdings include First Am Treas Obli-X (1.5%), Brighthouse Financial Inc (1.2%), Western Alliance Bancorp Common Stock Usd 0.0001 (1.1%), Crescent Energ-A (1.0%), Coca-cola Consolidated Inc (1.0%). Go to all AXVNX holdings, AXVNX sectors, or AXVNX dividends.

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