LDVIX Mutual Fund

LDVIX Mutual Fund (AXS FTSE Venture Capital Return Tracker Fund Class I) is managed by AXS Investments with $54.2M 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 -3.43%.

LDVIX 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 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.