Acclivity Small Cap Value Fund Class N

Under normal market conditions, the fund will invest at least 80% of its total assets in equity securities of small cap U.S. companies. The Adviser defines a small capitalization value company as any company that simultaneously meets the following two requirements: (i) be in the lowest 8% of U.S. aggregate market capitalization; and (ii) exhibit a low market value relative to its book value. The fund will also use futures and options on futures contracts for U.S. equity securities and indices, and exchange-traded-funds ("ETFs") to adjust market exposure or manage cash needs.

The current price of AXVNX fund is 17.18 USD — it has increased by 0.17% in the past 24 hours. Watch AXVNX fund price performance more closely on the advanced chart.

AXVNX fund has decreased by 0.00% in the past week, has increased by 2.26% in the past month, and has decreased by -6.43% in the past year. See more data on AXVNX fund chart.

As of 23 Jun 2025, the largest holdings include PARAMOUNT GLOB-B, LINCOLN NATL CRP, SIRIUS XM HOLDIN, HF SINCLAIR CORP, RADIAN GROUP INC, TAYLOR MORRISON. See the full list of AXVNX fund holdings.

The AXVNX fund consists of 10 holdings, including PARAMOUNT GLOB-B, LINCOLN NATL CRP, SIRIUS XM HOLDIN and others. See the full list of AXVNX fund holdings.

As of 23 Jun 2025, the AXVNX fund consists of 10 holdings. See the full list of AXVNX fund holdings.

The AXVNX fund sectors include - and more.

The easiest way to buy AXVNX fund is through an online broker. Some of the popular names are Vanguard, Fidelity, Schwab. Simply open an account, follow the procedures, and start trading. Alternatively, you can practice trading FUNDSs on Profit.com in Playtrade Tournaments or choose a recommended broker to trade directly.