IDX Adaptive Opportunities FundCOIDX
Type
Mutual fund
Peer group
Allocation
Net assets
$32.6M
Expense ratio
2.00%
1-year return
+22.5%
3 years, a year
+6.8%
5 years, a year
—
Holdings
38
What it aims to do.
The IDX Adaptive Opportunities Fund (the Fund) seeks total return, which includes long-term capital appreciation. There can be no assurance that the Fund will achieve its investment objective.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| First American Funds | 49.48% |
| Global X Funds | 3.46% |
| PSLV Sprott Asset Management LP | 2.99% |
| EA Series Trust | 2.25% |
| BlackRock Institutional Trust Company N.A. | 1.80% |
| First Trust Exchange-Traded Fund III | 1.62% |
| LITE Lumentum Holdin/Sh | 1.62% |
| SSgA Active Trust | 1.51% |
| LASR Nlight Inc/Sh | 1.31% |
| AXTI Axt Inc/Sh | 1.31% |
More on COIDX.
- COIDX overview
- COIDX holdings
- COIDX risk
- COIDX costs
- COIDX money in and out
- COIDX share classes
- Compare COIDX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.