AXS Dynamic Opportunity FundADOAX
Type
Mutual fund
Peer group
Alternative
Net assets
$54.5M
Expense ratio
—
1-year return
+20.2%
3 years, a year
—
5 years, a year
—
Holdings
41
What it aims to do.
The investment objective of the AXS Dynamic Opportunity Fund (the Fund) is to seek long -term capital appreciation with a short -term focus on capital preservation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| AXS Adaptive Plus Fund | 18.51% |
| NVDA NVIDIA Corp | 6.40% |
| ProShares UltraPro Short QQQ | 6.30% |
| VRT Vertiv Holdings Co | 5.75% |
| AAPL Apple Inc | 4.68% |
| TSLA Tesla Inc | 4.06% |
| PLTR Palantir Technologies Inc | 4.05% |
| ASML ASML Holding NV | 3.64% |
| AMZN Amazon.com Inc | 3.25% |
| AVGO Broadcom Inc | 3.24% |
More on ADOAX.
- ADOAX overview
- ADOAX holdings
- ADOAX risk
- ADOAX costs
- ADOAX money in and out
- ADOAX share classes
- Compare ADOAX with other funds
Returns after fees, from the fund's SEC filings up to Dec 2024. Past returns are not a promise. Not financial advice.