AXS Adaptive Plus FundAXSPX

MUTUAL FUNDAxs
Type
Mutual fund
Peer group
Alternative
Net assets
$31.3M
Expense ratio
1.99%
1-year return
+16.7%
3 years, a year
+6.1%
5 years, a year
—
Holdings
4

What it aims to do.

The investment objective of the AXS Adaptive Plus Fund (the Fund) is to seek capital appreciation in rising and falling U.S. equity markets.

Top 10 holdings.

Holding% of fund
Treasury Bill31.53%
Treasury Bill25.39%
Nomura Galaxy Profit Score Adaptive Regim /23.07%
JPMorgan US Government Money M20.56%

More on AXSPX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.