# Portfolio overlap — OIOAX vs HTFIX Comparing **AXS Income Opportunities Fund** (2026-03-31) and **Horizon Tactical Fixed Income Fund** (2026-02-28). - Shared positions: 1 - AXS Income Opportunities Fund covered by Horizon Tactical Fixed Income Fund: 0.1177973306149220048343640387 - Horizon Tactical Fixed Income Fund covered by AXS Income Opportunities Fund: 0.1177973306149220048343640387 ## AXS Income Opportunities Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | iShares Residential and Multisector Real Estate ETF - Class USD INC | 0.262467 | | | iShares Core U.S. REIT ETF - Class USD INC | 0.258884 | | | State Street SPDR Bloomberg Convertible Securities ETF | 0.117993 | ✓ | | VanEck Vectors Mortgage REIT Income ETF | 0.107204 | | | Principal Spectrum Preferred Securities Active ETF | 0.090792 | | | JANUS HENDERSON AAA CLO ETF MUTUAL FUND | 0.089614 | | | VIRTUS INFRA ETF | 0.048097 | | | JPMorgan U.S. Government Money Market Fund - Class Premier | 0.024949 | | ## Horizon Tactical Fixed Income Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | XTRACKERS USD HIGH YIELD CORPORATE BOND ETF CL USD INC 0.00000000 | 0.216379 | | | FRST AM-GV OB-X | 0.210529 | | | V/E F ANGL HI YL | 0.170947 | | | State Street SPDR Bloomberg Convertible Securities ETF | 0.117797 | ✓ | | iShares US Preferred Stock ETF | 0.079301 | | | iShares JP Morgan USD Em Mkts Bd ETF | 0.067793 | | | ISHARES 7-10 YEAR TSY. BD | 0.044156 | | | VANGUARD TOTAL INTERNATIONAL BOND ETF | 0.025369 | | | OPTION | 0.025327 | | | iShares Trust IBOXX USD INVST GRADE CORP | 0.025152 | | | C&S PREF & INCOME ACTIVE ETF MUTUAL FUND | 0.017248 | | ## Sources - N-PORT (fund A) — accession `0001193125-26-238147` (as of 2026-03-31) - N-PORT (fund B) — accession `0000894189-26-013909` (as of 2026-02-28) --- _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._ _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._ _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. See _