COIDX Mutual Fund

COIDX Mutual Fund (IDX Adaptive Opportunities Fund Class Institutional) is managed by IDX Funds. 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 -1.94%. The 1-year return is 13.66%. COIDX dividend yield stands at 7.79%, paid annually.

COIDX top holdings include First American Government Obligations Fund (49.5%), Glb X Funds/glb X Uranium Etf P (3.5%), Sprott Physical Silver Trust (3.0%), Sarmaya Thematic Etf (2.3%), Ishares Core Msci Eafe ETF (1.8%). 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.