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 $3.3M 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 -4.39%.
LDVCX 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 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.