Morningstar

IDX Adaptive Opportunities Fund Institutional Class COIDX

Rating as of Sep 30, 2026 See IDX Insights Investment Hub

Strategy

The investment seeks total return, which includes long-term capital appreciation. The fund pursues its investment objective by investing globally across a wide range of asset classes, including commodities, equities, fixed income, digital assets, and currencies, and may take both long and short positions in each asset class or instruments. The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
COIDX	IDX Adaptive Opportunities Fund Institutional Class	Institutional	Open		—	Nov 1, 2022	$28.33M	2.000%	High	$10,000	−$1.70M

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