Mutual Funds

AXS Investments

Exchange Hours Website
9:30 - 15:59 ET www.axsinvestments.com


Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Initial Investment
Minimum1
Advisor Initial
Minimum1
Investment
Type
Load
Type
Share
Class
Transaction
Fee
AXS ASPECT CORE DIVERSIFIED STRATEGY FUND EQAAX USD 0 USD 3,000 N/A N/A CLASS A Yes
AXS ASPECT CORE DIVERSIFIED STRATEGY FUND EQAIX USD 100,000 USD 100,000 N/A N/A CLASS I Yes
AXS ASPECT CORE DIVERSIFIED STRATEGY FUND EQACX USD 0 USD 3,000 N/A N/A CLASS C Yes
AXS CHESAPEAKE STRATEGY FUND ECHAX USD 0 USD 3,000 N/A N/A CLASS A Yes
AXS CHESAPEAKE STRATEGY FUND EQCHX USD 5,000 USD 5,000 N/A N/A CLASS I Yes
AXS MANAGED FUTURES STRATEGY FUND MHFAX USD 0 USD 3,000 N/A N/A CLASS A Yes
AXS MANAGED FUTURES STRATEGY FUND MHFIX USD 1,000,000 USD 1,000,000 N/A N/A CLASS I Yes
AXS MULTI-STRATEGY ALTERNATIVES FUND KCMIX USD 250,000 USD 250,000 N/A N/A CLASS I Yes
AXS MULTI-STRATEGY ALTERNATIVES FUND KCMTX USD 0 USD 3,000 N/A N/A CLASS R-1 Yes
AXS THOMSON REUTERS PRIVATE EQUITY RETURN TRACKER FUND LDPIX USD 100,000 USD 100,000 N/A N/A CLASS I Yes
AXS FTSE VENTURE CAPITAL RETURN TRACKER FUND LDVIX USD 100,000 USD 100,000 N/A N/A CLASS I Yes
AXS MERGER FUND GAKIX USD 5,000 USD 5,000 N/A N/A CLASS I Yes
AXS ALTERNATIVE VALUE FUND COGLX USD 2,500 USD 0 N/A N/A INVESTOR CLASS SHARES Yes
AXS MARKET NEUTRAL FUND COGMX USD 2,500 USD 0 N/A N/A INVESTOR CLASS SHARES Yes
AXS ALTERNATIVE VALUE FUND COGVX USD 5,000 USD 5,000 N/A N/A CLASS I SHARES Yes
AXS MARKET NEUTRAL FUND COGIX USD 5,000 USD 5,000 N/A N/A CLASS I SHARES Yes
AXS ADAPTIVE PLUS FUNDS AXSPX USD 5,000 USD 5,000 N/A N/A CLASS I Yes

Notes:

  1. Advisor minimums may be lower.