AXS All Terrain Opportunity Fund (TERIX) Marks 7 Years of Delivering for Investors
4-Star fund is core liquid alternative strategy for investors to navigate the rough, uncertain terrain of today’s markets
NEW YORK, November 3, 2021 – AXS Investments, a leading alternative investment manager, announced today the seven-year anniversary of the AXS All Terrain Opportunity Fund (Ticker: TERIX), which has continued to perform as designed for investors seeking to navigate today’s uncertain market environment.
The Fund’s strong and consistent long-term track record is underscored by many factors, including its overall rating of 4 Stars in Morningstar’s Macro Trading category, based on risk-adjusted returns as of 9/30/2021 (out of 86 funds in the category), as well as its Top Quartile ranking over the 5-Year period (out of 76 funds).
“In the face of today’s uncertain path for portfolio growth and income amid the unprecedented market and economic environment, our AXS All Terrain Opportunity Fund is being used by investors as a core alternative strategy for those seeking strong, risk-mitigating capital growth over the market cycle,” said Greg Bassuk, Chief Executive Officer of AXS Investments. “Our portfolio management team at AXS has been managing innovative alternative investment funds for years, and TERIX is no different. The Fund’s consistently strong ratings underscore its robust performance, not only in times of equity market gains, but also, very importantly, in times of market stress.”
The Fund is designed to provide long-term capital appreciation and risk mitigation by investing opportunistically across a wide variety of asset classes. TERIX’s portfolio managers have the agility to pivot between risk-on and risk-off environments by combining valuations, momentum/trends, risk indicators and economic data to drive long or short allocations to equities, fixed income and commodities.
About AXS Investments
AXS Investments is a leading asset manager dedicated to helping individuals, financial professionals and institutions design better portfolios. The firm offers a diversified family of funds providing alternative sources of growth, income and diversification. The investor-friendly AXS funds are time-tested, liquid, transparent and managed by high pedigreed portfolio managers with long and strong track records. For more information, visit www.axsinvestments.com.
About Morningstar Ratings and Quartile Rankings
Morningstar Quartile Rankings are based on Percentile Rankings which are the Fund's total return rank relative to all funds in the same Morningstar category, where 1 is the highest percentile and 100 is the lowest percentile.
The Morningstar Rating™ for funds, or "star rating," is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The Morningstar Rating does not include any adjustment for sales loads. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five- and 10-year (if applicable) Morningstar Rating metrics.
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Ratings, rankings and awards should not be used as the sole basis for evaluating a fund. For more information including standard performance, visit AXS All Terrain Opportunity Fund.
There are risks involved with investing including the possible loss of principal. Past performance does not guarantee future results. Diversification does not ensure profits or prevent losses. Investors should carefully consider the investment objectives, risks, charges and expenses of the fund before investing. To obtain a prospectus containing this and other important information, please click here to view or download a prospectus online. Read the fund’s prospectus carefully before you invest.
There are risks involved with investing including the possible loss of principal. Past performance does not guarantee future results. Investors should carefully consider the investment objectives, risks, charges and expenses of the fund before investing. To obtain a prospectus containing this and other important information, please click here to view or download a prospectus online. Read the fund’s prospectus carefully before you invest.
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