Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
AXS Mutual Funds
View all of AXS’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
AXS Funds List
Share Class Type
1 to 20 of 20 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| AXS Alternative Value Institutional | COGVX | Large Value | 7.54% | 73 | 0.850% | Above Average | Institutional | $5,000 | ||
| AXS Market Neutral Instl | COGIX | Equity Market Neutral | 5.32% | 55 | 1.450% | Above Average | Institutional | $5,000 | ||
| AXS Market Neutral Inv | COGMX | Equity Market Neutral | 5.11% | 60 | 1.700% | Above Average | No Load | $2,500 | ||
| AXS Alternative Value Investor | COGLX | Large Value | 7.52% | 75 | 1.100% | High | No Load | $2,500 | ||
| AXS Chesapeake Strategy I | EQCHX | Systematic Trend | — | 9.92% | 49 | 1.980% | High | Institutional | $5,000 | |
| AXS Merger Fd I | GAKIX | Event Driven | — | 0.82% | 38 | 1.560% | High | Institutional | $5,000 | |
| AXS Merger Fd Investor | GAKAX | Event Driven | — | 0.76% | 42 | 1.810% | High | No Load | $2,500 | |
| AXS Chesapeake Strategy A | ECHAX | Systematic Trend | — | 9.85% | 56 | 2.230% | High | Front Load | $2,500 | |
| AXS Chesapeake Strategy C | ECHCX | Systematic Trend | — | 8.67% | 54 | 2.980% | High | Level Load | $2,500 | |
| Axs Dynamic Opportunity A | ADOAX | Long-Short Equity | 11.74% | 16 | 2.060% | High | Front Load | $2,000 | ||
| Axs Dynamic Opportunity I | ADOIX | Long-Short Equity | 11.81% | 15 | 1.810% | Above Average | Institutional | $5,000 | ||
| Axs Tactical Income A | TINAX | Nontraditional Bond | 1.63% | 56 | 2.270% | High | Front Load | $2,000 | ||
| Axs Tactical Income I | TINIX | Nontraditional Bond | 1.58% | 58 | 2.020% | High | Institutional | $5,000 | ||
| AXS FTSE Vntr Cptl RetTrckr A | LDVAX | Large Growth | 8.14% | 89 | 1.750% | High | Front Load | $2,500 | ||
| AXS FTSE Vntr Cptl RetTrckr C | LDVCX | Large Growth | 7.89% | 91 | 2.500% | High | Level Load | $2,500 | ||
| AXS FTSE Vntr Cptl RetTrckr I | LDVIX | Large Growth | 8.26% | 88 | 1.500% | High | Institutional | $5,000 | ||
| AXS Income Opportunities A | OIOAX | Preferred Stock | 1.63% | 96 | 1.650% | High | Front Load | $2,500 | ||
| AXS Income Opportunities D | OIODX | Preferred Stock | 1.42% | 98 | 2.400% | High | Level Load | $2,500 | ||
| AXS Income Opportunities I | OIOIX | Preferred Stock | 1.76% | 97 | 1.400% | High | Institutional | $5,000 | ||
| AXS Adaptive Plus I | AXSPX | Large Blend | — | — | 8.26% | 82 | 2.050% | High | Institutional | $5,000 |
AXS Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank