EQCHX Mutual Fund

EQCHX Mutual Fund

NAV$9.74
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Fund Essentials

Net Assets
$12M
Expense Ratio
1.85%
Dividend Yield (Current)
-
Holdings
77
Inception Date
Sep 10, 2012
Fund Family
AXS Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD-8.09%
1 Year-8.09%
3 Year-6.64%
5 Year+1.85%
10 Year+0.32%

Asset Allocation

Cash: 88.85%
Other: 11.20%
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Dividend Summary

View Details →
Frequency
Annually
Latest Distribution
$2.10
-

Peer Comparison

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

EQCHX Mutual Fund Overview

EQCHX Mutual Fund (AXS Chesapeake Strategy Fund Class I) is managed by AXS Investments with $11.7M in net assets. EQCHX expense ratio is 1.85%, holding 77 positions across various sectors. Inception date: 2012-09-10.

EQCHX performance shows a YTD return of -8.09%. The 1-year return is -8.09% and the 5-year return is 1.85%.

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

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