OIOIX

About OIOIX

AXS Income Opportunities Fund Class I is a mutual fund focused on generating high current income, complemented by the potential for modest capital appreciation. The fund takes a flexible, multi-asset approach by investing in a diversified mix of U.S. and international securities. Its portfolio can include preferred and common shares, debt instruments, and derivatives, adjusting allocations dynamically in response to market conditions. Notably, the fund places an emphasis on dividend-paying stocks and maintains significant exposure to real estate investment trusts (REITs), with top holdings concentrated in the real estate sector. The fund may also invest in master limited partnerships, registered investment companies including ETFs, and may allocate up to 25% of its assets to initial public offerings (IPOs). With the ability to invest up to 50% in emerging markets, the fund targets above-average yield for investors seeking income diversification. It is structured to distribute income quarterly and is actively managed to respond to evolving market opportunities, making it a significant player in the income-oriented segment of the mutual fund market.