GAKIX Mutual Fund

GAKIX Mutual Fund

NAV$9.86
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Fund Essentials

Net Assets
$7M
Expense Ratio
1.88%
Dividend Yield (Current)
1.76%
Holdings
57
Inception Date
Jun 29, 2012
Fund Family
AXS Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD-7.94%
1 Year-7.94%
3 Year-0.89%
5 Year-0.32%
10 Year+1.47%

Asset Allocation

Stocks: 99.10%
Cash: 0.82%
Other: 0.07%
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Dividend Summary

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Dividend Yield (Current)
1.76%
Frequency
Annually
Latest Distribution
$0.21
-

Peer Comparison

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

GAKIX Mutual Fund Overview

GAKIX Mutual Fund (AXS Merger Fund Class I) is managed by AXS Investments with $7.3M in net assets. GAKIX expense ratio is 1.88%, holding 57 positions across various sectors. Inception date: 2012-06-29.

GAKIX performance shows a YTD return of -7.94%. The 1-year return is -7.94% and the 5-year return is -0.32%. GAKIX dividend yield stands at 1.76%, paid annually.

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

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