LDVIX Mutual Fund
LDVIX Mutual Fund
LDVIX Mutual Fund
AXS FTSE Venture Capital Return Tracker Fund Class I
LDVIX Mutual Fund Overview
LDVIX Mutual Fund (AXS FTSE Venture Capital Return Tracker Fund Class I) is managed by AXS Investments with $56.6M in net assets. LDVIX expense ratio is 1.51%, holding 147 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2014-10-01.
LDVIX performance shows a YTD return of -12.96%. The 1-year return is -16.67% and the 5-year return is -3.42%.
LDVIX 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 LDVIX holdings, LDVIX sectors, or LDVIX dividends.
LDVIX can be compared against other funds. Use LDVIX overlap to find shared positions, or LDVIX vs another fund for a side-by-side view. LDVIX alternatives are available via the screener, along with tax-loss harvesting opportunities.