ECHAX Mutual Fund

ECHAX Mutual Fund

NAV$10.41
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Fund Essentials

Net Assets
$5M
Expense Ratio
2.23%
Dividend Yield (Current)
0.36%
Holdings
77
Inception Date
Aug 21, 2015
Fund Family
AXS Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD-4.35%
1 Year-4.00%
3 Year+1.81%
5 Year+4.73%

Asset Allocation

Cash: 88.85%
Other: 11.20%
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Dividend Summary

View Details →
Dividend Yield (Current)
0.36%
Frequency
Annually
Latest Distribution
$2.07
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

ECHAX Mutual Fund Overview

ECHAX Mutual Fund (AXS Chesapeake Strategy Fund Class A) is managed by AXS Investments with $4.8M in net assets. ECHAX expense ratio is 2.23%, holding 77 positions across various sectors. Inception date: 2015-08-21.

ECHAX performance shows a YTD return of -4.35%. The 1-year return is -4.00% and the 5-year return is 4.73%. ECHAX dividend yield stands at 0.36%, paid annually.

ECHAX top holdings include a diversified portfolio. Go to all ECHAX holdings, ECHAX sectors, or ECHAX dividends.

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