COIDX Mutual Fund

COIDX Mutual Fund (IDX Adaptive Opportunities Fund Class Institutional) is managed by IDX Funds with $28.8M in net assets. COIDX expense ratio is 2.06%, holding 29 positions across sectors including Financials, Information Technology. Inception date: 2022-11-01.

COIDX performance shows a YTD return of -4.81%. The 1-year return is 5.27%. COIDX dividend yield stands at 8.02%, paid annually.

COIDX top holdings include First American Government Obligations Fund (56.7%), Glb X Funds/glb X Uranium Etf P (3.2%), Sprott Physical Silver Trust (2.3%), E-Mini Nasdaq 100 Futures Option - 32000 (1.9%), Sarmaya Thematic Etf (1.9%). Go to all COIDX holdings, COIDX sectors, or COIDX dividends.

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