ECHCX Mutual Fund

NAV$11.01

Fund Essentials

Net Assets
$3M
Expense Ratio
2.98%
Dividend Yield (Current)
-
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-5.10%
1 Year-4.77%
3 Year+1.01%
5 Year+3.92%

Asset Allocation

Cash: 88.85%
Other: 11.20%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Frequency
Annually
Latest Distribution
$1.09
-

Peer Comparison

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

ECHCX Mutual Fund (AXS Chesapeake Strategy Fund Class C) is managed by AXS Investments with $2.7M in net assets. ECHCX expense ratio is 2.98%, holding 77 positions across various sectors. Inception date: 2015-08-21.

ECHCX performance shows a YTD return of -5.10%. The 1-year return is -4.77% and the 5-year return is 3.92%.

ECHCX top holdings include a diversified portfolio. View all ECHCX holdings, sector breakdown, or dividend history.

ECHCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ECHCX alternatives are available via the screener, along with tax-loss harvesting opportunities.