Niagara Income Opportunities Fund
Niagara Income Opportunities Fund
Expense ratio
Net assets1
$154.19M
Holdings1
79
Category
Other
Return

Top holdings

As of March 31, 2026 · N-PORT
SecurityTickerValue% of fund
FIRST AM-TR OB-X TMPXX $13.15M 8.53%
HFSA, LLC $11.83M 7.67%
Coromandel Credit Income Evergreen Fund LP $9.90M 6.42%
EAJF Leveraged Feeder $8.12M 5.27%
Ivy Evergreen Fund QP, LP $8.11M 5.26%
Altriarch Specialty Finance SPV II, LLC $7.23M 4.69%
RIM SPV, LLC $5.31M 3.44%
Revere Tactical Opportunities Fund IV $5.23M 3.39%
Tailor Ridge Real Estate Lending Fund I, LP $5.09M 3.30%
CA CO SPV, LLC $4.84M 3.14%
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Allocation by sector

As of March 31, 2026 · N-PORT
View portfolio breakdown →

Portfolio moves

Dec 31, 2025 → Mar 31, 2026
Opened
26
Exited
27
Increased
5
Decreased
3
Unchanged
45

How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.

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Footnotes

  1. Net assets and holdings count as of March 31, 2026, from the fund's N-PORT filing.

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