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 $19.0M in net assets. LDVAX expense ratio is 1.76%, holding 148 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2014-10-01.
LDVAX performance shows a YTD return of -1.10%. The 1-year return is -3.93% and the 5-year return is -2.10%.
LDVAX top holdings include Palo Alto Networks, Inc (5.1%), Mastercard Inc (5.0%), Alphabet Inc,class A (4.5%), International Business Machines Corp. (4.4%), Meta Platforms Inc (4.3%). 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.