KADIX Mutual Fund

KADIX Mutual Fund (Kensington Active Advantage Fund Institutional Class) is managed by Kensington Funds with $78.5M 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 9.05%. The 1-year return is 11.07%. KADIX dividend yield stands at 2.54%, paid quarterly.

KADIX top holdings include Vanguard Total Stock Market ETF (19.4%), Mount Vernon Liquid Assets Portfolio, LLC (15.6%), Janus Detr Henderson Aaa Clo ETF (12.6%), M&N-H/Y Bnd-Z (10.7%), Victory Pioneer Strategic Income R6 (8.8%). 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.