TINIX — AXS Tactical Income Fund

Data updated: 2026-05-26

TINIX — AXS Tactical Income Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. Alternative · $30.60M AUM · 1.91% expense ratio · 3.6% 1-yr return. From SEC regulatory filings.

TINIX Fund Overview

TINIX — AXS Tactical Income Fund is a US mutual fund managed by Investment Managers Series Trust II, categorised as Alternative. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.

  • Type: US mutual fund
  • Manager: Investment Managers Series Trust II
  • Category: Alternative
  • Assets under management: $30.60M
  • 1-year return: 3.6%
  • Ticker: TINIX
  • SEC CIK: 0001587982
  • SEC series ID: S000079776
  • Share class ID: C000241130

TINIX Holdings

Top 10 holdings of AXS Tactical Income Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assets
JPMorgan US Government Money M26.61%
State Street SPDR Bloomberg Co8.08%
iShares Interest Rate Hedged H7.94%
State Street Blackstone Senior7.91%
WisdomTree Trust WisdomTree In7.90%
Vanguard Short-Term Corporate7.89%
Vanguard Mortgage-Backed Secur7.88%
Vanguard Short-Term Treasury E7.87%
Vanguard Short-Term Inflation-7.87%
iShares 0-1 Year Treasury Bond7.87%

View all TINIX holdings

TINIX Portfolio Allocation

Asset-class allocation of AXS Tactical Income Fund by percentage of net assets, from the latest SEC N-PORT filing.

Asset classAllocation
Other86.8%
Cash & Equivalents26.6%

TINIX Performance

Total returns for TINIX (as of 2026-08-01), from SEC filings.

PeriodTotal return
YTD0.2%
1 year3.6%
3 years (annualised)3.7%

TINIX Risk Information

Risk metrics for TINIX, derived from monthly returns in SEC filings.

  • 1-year volatility (annualised): 2.1%

TINIX Costs and Fees

TINIX costs about $191 per $10,000 invested per year in fund expenses.

  • Net expense ratio: 1.91%
  • Gross expense ratio: 1.91%
  • Portfolio turnover: 216%
  • Brokerage commissions: 25.38 bps of average net assets (SEC N-CEN)

TINIX Cashflows

Over the 12 months to 2026-03, AXS Tactical Income Fund had net outflows of $186.86K, from monthly SEC N-PORT filings.

MonthNet flow
2026-03$36.36K
2026-02$349.98K
2026-01−$725.75K
2025-12−$536.48K
2025-11−$347.39K
2025-10$330.68K

TINIX Debt Constituents

No individual debt constituents are reported in AXS Tactical Income Fund's latest SEC N-PORT filing.

TINIX Prospectus and SEC Filings

Official AXS Tactical Income Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.

Related Funds

Other Alternative funds tracked on ABC INVEST:

Data Sources

ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.