About KADAX
The Kensington Active Advantage Fund Class A is an open-end mutual fund designed to deliver long-term total returns by combining capital appreciation with income generation. Its core strategy features adaptive, tactical risk management, dynamically reallocating assets among equities, fixed income securities, and defensive holdings such as cash and Treasuries based on shifting market conditions. This quantitative, data-driven approach aims to optimize returns while mitigating volatility and limiting downside risk, making the fund especially relevant for investors seeking both growth potential and risk reduction within their portfolios.
The fund’s holdings demonstrate a significant allocation to cash and cash equivalents, high-yield bond funds, and diversified fixed income assets, supporting its flexible, opportunistic investment model. By complementing traditional portfolio strategies, the Kensington Active Advantage Fund holds a distinctive role in the market as a risk-managed, diversified solution designed to perform across varying economic cycles.
Fund Family Kensington Asset Management LLC
Category Tactical Allocation
Stock Exchange NASDAQ
Ticker Symbol KADAX
Share Class Class A Shares
Index Index is not provided by Management Company
KADAX had a total return of 10.96% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.32%.
