Mutual Funds - Profile

AXS Alternative Growth Fund

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Rank

Universe Rank
47 37

Summary

The fund seeks to achieve returns and volatility comparable to the Index by investing in companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team utilizes two broad strategies, such as the Equity Strategy, and the Overlay Strategy.

The Equity Strategy seeks to track the performance of the Equity Index.

The team invests the fund’s net assets in broad-based U.S. equity markets either directly or indirectly by More

Price

  • Last Close
  • $15.19
    -0.08
  • 52 Week HL
  • $15.84 - $11.66
  • Net Assets
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Nov 30, -0001

Top 10 Holdings
Jul 19, 2021

Company Holding
Company Holding
Total 0%

Documents

  • Prospectus
  • Annual Reports
  • Website

Performance
-1.9 % YTD

  • 3 Year
  • 0%
  • 5 Year
  • 0%
  • Best
  • -1.94%
    2022
  • Worst
  • -1.94%
    2022

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
EEHAX 0%29%16%29%-6%19%8%-1%14%29%13%
S&P 500 -2%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -1.9% - - - - - - - - - -
Q2 - -100% - - - - - - - - -
Q3 - -4.6% - - - - - - - - -
Q4 - 12% - - - - - - - - -

Returns +
M

J F M A M J J A S O N D
2022 -1.9% - - - - - - - - - - -
2021 - - - - - - - 2.3% -8.8% 5% 3.8% 2.8%

Annual
Return

Index Comparison

Alpha

NAV