LDVAX Mutual Fund
LDVAX Mutual Fund
LDVAX Mutual Fund
AXS FTSE Venture Capital Return Tracker Fund Class A
LDVAX Mutual Fund Overview
LDVAX Mutual Fund (AXS FTSE Venture Capital Return Tracker Fund Class A) is managed by AXS Investments with $20.5M in net assets. LDVAX expense ratio is 1.76%, holding 147 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2014-10-01.
LDVAX performance shows a YTD return of -13.07%. The 1-year return is -16.85% and the 5-year return is -3.65%.
LDVAX top holdings include Palantir Technologies Inc (5.1%), Netflix, Inc. (4.8%), Mastercard Inc (4.6%), Oracle Corp - Common (4.6%), Microsoft Corp (4.5%). Go to all LDVAX holdings, LDVAX sectors, or LDVAX dividends.
LDVAX can be compared against other funds. Use LDVAX overlap to find shared positions, or LDVAX vs another fund for a side-by-side view. LDVAX alternatives are available via the screener, along with tax-loss harvesting opportunities.