{
  "page": "compare",
  "query": {
    "a": "OIOIX",
    "b": "KADIX"
  },
  "retrieved_at": "2026-07-07T17:31:56+00:00",
  "disclaimer": "Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them.",
  "attribution": "Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC.",
  "terms": {
    "notice": "Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed.",
    "url": "https://fundwatcher.app/terms/"
  },
  "fund_a": {
    "name": "AXS Income Opportunities Fund",
    "ticker": "OIOIX",
    "slug": "OIOIX",
    "series_id": "S000075333",
    "html_url": "https://fundwatcher.app/funds/OIOIX/"
  },
  "fund_b": {
    "name": "Kensington Active Advantage Fund",
    "ticker": "KADIX",
    "slug": "KADIX",
    "series_id": "S000075577",
    "html_url": "https://fundwatcher.app/funds/KADIX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.08961392643399732091896796363",
    "coverage_b_by_a": "0.08961392643399732091896796363",
    "shared_count": 1,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "iShares Residential and Multisector Real Estate ETF - Class USD INC",
        "value": "3981598.50",
        "weight": "0.26246671",
        "shared": false
      },
      {
        "name": "iShares Core U.S. REIT ETF - Class USD INC",
        "value": "3927256.50",
        "weight": "0.25888449",
        "shared": false
      },
      {
        "name": "State Street SPDR Bloomberg Convertible Securities ETF",
        "value": "1789948.16",
        "weight": "0.11799326",
        "shared": false
      },
      {
        "name": "VanEck Vectors Mortgage REIT Income ETF",
        "value": "1626281.82",
        "weight": "0.10720439",
        "shared": false
      },
      {
        "name": "Principal Spectrum Preferred Securities Active ETF",
        "value": "1377304.06",
        "weight": "0.09079179",
        "shared": false
      },
      {
        "name": "JANUS HENDERSON AAA CLO ETF MUTUAL FUND",
        "value": "1359435.93",
        "weight": "0.08961393",
        "shared": true
      },
      {
        "name": "VIRTUS INFRA ETF",
        "value": "729620.96",
        "weight": "0.04809657",
        "shared": false
      },
      {
        "name": "JPMorgan U.S. Government Money Market Fund - Class Premier",
        "value": "378472.23",
        "weight": "0.02494886",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "Mount Vernon Liquid Assets Portfolio, LLC",
        "value": "28387053.25",
        "weight": "0.31078536",
        "shared": false
      },
      {
        "name": "VANGUARD US TOTAL STOCK MARKET SHARES INDEX ETF",
        "value": "12363696.59",
        "weight": "0.13535945",
        "shared": false
      },
      {
        "name": "JANUS HENDERSON AAA CLO ETF MUTUAL FUND",
        "value": "8310344.82",
        "weight": "0.09098280",
        "shared": true
      },
      {
        "name": "Manning & Napier High Yield Bond Series",
        "value": "7763309.03",
        "weight": "0.08499377",
        "shared": false
      },
      {
        "name": "Victory Pioneer Strategic Income Fund",
        "value": "6453618.76",
        "weight": "0.07065510",
        "shared": false
      },
      {
        "name": "iShares Broad USD High Yield Corporate Bond ETF",
        "value": "5329532.28",
        "weight": "0.05834845",
        "shared": false
      },
      {
        "name": "Vanguard S&P 500 ETF",
        "value": "5049297.50",
        "weight": "0.05528040",
        "shared": false
      },
      {
        "name": "iShares Core High Dividend ETF",
        "value": "3221857.08",
        "weight": "0.03527333",
        "shared": false
      },
      {
        "name": "BNY Mellon Global Infrastructure Income ETF",
        "value": "3060432.48",
        "weight": "0.03350603",
        "shared": false
      },
      {
        "name": "iShares 5-10 Year Investment Grade Corporate Bond ETF",
        "value": "2792134.08",
        "weight": "0.03056867",
        "shared": false
      },
      {
        "name": "STATE STREET SPDR PORT S&P 500 VALUE MUTUAL FUND",
        "value": "2369570.40",
        "weight": "0.02594238",
        "shared": false
      },
      {
        "name": "ISHARES J P MORGAN EM HIGH YIELD BOND ETF",
        "value": "2229026.14",
        "weight": "0.02440368",
        "shared": false
      },
      {
        "name": "iShares JP Morgan USD Em Mkts Bd ETF",
        "value": "1546275.66",
        "weight": "0.01692884",
        "shared": false
      },
      {
        "name": "US BANK MMDA - USBGFS 9",
        "value": "766679.30",
        "weight": "0.00839371",
        "shared": false
      },
      {
        "name": "John Hancock High Yield ETF",
        "value": "640754.53",
        "weight": "0.00701507",
        "shared": false
      },
      {
        "name": "Invesco S&P International Developed Momentum ETF",
        "value": "612617.64",
        "weight": "0.00670702",
        "shared": false
      },
      {
        "name": "Freedom 100 Emerging Markets ETF",
        "value": "443539.40",
        "weight": "0.00485593",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001193125-26-238147",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1587982/000119312526238147/0001193125-26-238147-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001193125-26-243913",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1511699/000119312526243913/0001193125-26-243913-index.htm"
    }
  ]
}