Skip to Content

AXS

AXS Parent Rating

Low

AXS fails to meet industry-standard stewardship qualities, culminating in a Low Parent Pillar rating.

Longest-tenured managers have three years of average asset-weighted tenure, which is slim compared with peer firms. In isolation, this does n't bode well as the current managers have limited experience running strategies. AXS management has lacked continuity over the past five years, denoted by higher-than-average portfolio manager turnover, which detracts from the firm's stewardship rating.

AXS Investments

Mutual Funds

See All AXS Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

421.24 Mil

Investment Flows (TTM)

−113.88 Mil

Asset Growth Rate (TTM)

−24.27%

# of Share Classes

20
Morningstar Rating # of Share Classes
0
3
4
6
6
Not Rated 1

Exchange-Traded Funds

See All AXS ETFs

Market

US ETFs

Total Net Assets

713.06 Mil

Investment Flows (TTM)

−84.49 Mil

Asset Growth Rate (TTM)

−9.40%

# of Share Classes

11
Morningstar Rating # of Share Classes
1
0
1
1
1
Not Rated 7

Morningstar Mentions

Quick Definitions: Key Morningstar Terms

Sponsor Center