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 $50.6M 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 -14.36%. The 1-year return is -18.55% and the 5-year return is -2.98%.
LDVIX top holdings include Palantir Technologies, Inc. – Class A (5.1%), Netflix Inc (4.8%), Mastercard Incorporated Class 'A' (4.6%), Oracle Corp. (4.6%), Microsoft Corp 4.100 Feb 06 37 (4.5%). View all LDVIX holdings, sector breakdown, or dividend history.
LDVIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LDVIX alternatives are available via the screener, along with tax-loss harvesting opportunities.