LDVCX Mutual Fund
LDVCX Mutual Fund
LDVCX Mutual Fund
AXS FTSE Venture Capital Return Tracker Fund Class C
LDVCX Mutual Fund Overview
LDVCX Mutual Fund (AXS FTSE Venture Capital Return Tracker Fund Class C) is managed by AXS Investments with $3.4M in net assets. LDVCX expense ratio is 2.51%, holding 147 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2015-09-23.
LDVCX performance shows a YTD return of -13.44%. The 1-year return is -17.48% and the 5-year return is -4.38%.
LDVCX 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 LDVCX holdings, LDVCX sectors, or LDVCX dividends.
LDVCX can be compared against other funds. Use LDVCX overlap to find shared positions, or LDVCX vs another fund for a side-by-side view. LDVCX alternatives are available via the screener, along with tax-loss harvesting opportunities.