KADIX Mutual Fund

KADIX Mutual Fund (Kensington Active Advantage Fund Institutional Class) is managed by Kensington Funds with $76.9M in net assets. KADIX expense ratio is 1.63%, holding 18 positions across sectors including Financials. Inception date: 2022-03-23.

KADIX performance shows a YTD return of 8.41%. The 1-year return is 14.10%. KADIX dividend yield stands at 2.58%, paid quarterly.

KADIX top holdings include Mount Vernon Liquid Assets Portfolio, LLC (44.6%), Vanguard Total Stock Market ETF (19.4%), Janus Detr Henderson Aaa Clo ETF (13.1%), M&N-H/Y Bnd-Z (12.2%), Victory Pioneer Strategic Income R6 (10.2%). Go to all KADIX holdings, KADIX sectors, or KADIX dividends.

KADIX can be compared against other funds. Use KADIX overlap to find shared positions, or KADIX vs another fund for a side-by-side view. KADIX alternatives are available via the screener, along with tax-loss harvesting opportunities.