ACGZX Mutual Fund

ACGZX Mutual Fund

NAV$6.31
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Showing top 50 of 618 holdings · as of Jan 31, 2026
ACGZX holdings, by weight
#TickerNameWeightCumulativeMkt valueSectorIndustry
1DebtUnited States Treasury Note/Bond 4.13% 30Sep2027Financials · Diversified Financial Services
7.81%
7.8%$178.80MFinancialsDiversified Financial Services
2DebtUs Treasury N/B 08/32 3.875
5.23%
13.0%$119.73M--
Sector and industry · Pro
3DebtUs Treasury Note
3.92%
17.0%$89.82M
4FNMA Tba 30Yr Tba 3% Feb19 To Be Announced 3.00000000
3.52%
20.5%$80.71M
5DebtFederal National Mortgage Association Or Federal Home Loan Mortgage Corp
2.95%
23.4%$67.50M
6DebtU.S. Treasury Bonds
2.84%
26.3%$64.96M
7Fannie Mae Pool 2050-12-01
2.80%
29.1%$64.20M
8DebtTreasury Bond
2.62%
31.7%$59.90M
9Umbs 30Yr Tba(Reg A) 4% Feb 11, 2021
2.06%
33.8%$47.12M
10Government National Mortgage Association 30Yr Tba (Feb)
2.04%
35.8%$46.73M
11DebtUnited States Treasury Note 05/32 4.25
1.97%
37.8%$45.16M
12DebtUs Treasury N/B 3.88% 31Jul2030
1.96%
39.7%$44.90M
13Fannie Mae Or Freddie Mac 02/25/2054
1.95%
41.7%$44.69M
14DebtSumitomo Mitsui Financial Group Inc
1.68%
43.4%$38.55M
15DebtUs Treasury N/B 03/32 4.125
1.67%
45.0%$38.18M
16DebtU.S. Treasury Notes, 4.875%, 10/31/2028
1.64%
46.7%$37.46M
17Umbs Tba 30Yr 2.5% February Delivery
1.64%
48.3%$37.64M
18DebtUs Treasury 4.0%
1.61%
49.9%$36.88M
19DebtUs Treas Bds
1.56%
51.5%$35.79M
20DebtTreasury Note (Otr) 4% Mar 31, 2030
1.47%
52.9%$33.61M
21Fnma Tba 30 Yr 5.5 Single Family Mortgage
1.43%
54.4%$32.70M
22DebtTreasury Note (Otr) 4% Jul 31, 2029
1.24%
55.6%$28.35M
23DebtUs Treasury N/B 09/32 3.875
1.16%
56.8%$26.67M
24DebtTreasury Note (Otr) 4.13% Feb 29, 2032
1.15%
57.9%$26.40M
25Ginnie Mae
1.14%
59.1%$26.04M
26DebtUs Treasury N/B 08/30 3.625
1.13%
60.2%$25.90M
27G2Sf 2.5 2/21
1.11%
61.3%$25.39M
28Gnma2 30Yr Tba(Reg C) 2% Feb 18, 2021
1.06%
62.4%$24.25M
29DebtTreasury Note (Otr) 3.5% Sep 30, 2029
1.00%
63.4%$22.88M
30Umbs Tba 30yr 2% Feb 21to Be Announced 2.00000000
0.93%
64.3%$21.35M
31DebtGarda World Security Cor
0.90%
65.2%$20.68M
32DebtGnii Ii
0.85%
66.0%$19.50M
33DebtUnited States Treasury Note/Bond
0.85%
66.9%$19.43M
34Fnma Tba 30 Yr 3.5 Single Family Mortgage 02/15/2056
0.75%
67.6%$17.18M
35DebtU.S. Treasury Bonds 2044-05-15
0.72%
68.4%$16.58M
36Umbs 30Yr Tba(Reg A) 4.5% Feb 11, 2021
0.72%
69.1%$16.49M
37Fnma 30Yr Umbs Super 3.0 2052-03-01
0.70%
69.8%$15.98M
38DebtTreasury Note
0.67%
70.5%$15.45M
39DebtUs Treasury N/B 4.75 2/45
0.65%
71.1%$14.93M
40Sold NZD Bought USD 20260617
0.63%
71.7%$14.39M
41DebtFhlmc
0.51%
72.2%$11.70M
42Gnma Ii Tba 30 Yr 5
0.49%
72.7%$11.20M
43DebtTreasury Note (Otr) 3.63% Sep 30, 2030
0.47%
73.2%$10.73M
44Fannie Mae 2052-08-01
0.46%
73.7%$10.45M
45Societe Generale Sa 5.519 2028-01-19
0.45%
74.1%$10.41M
46DebtUs Treas Nts
0.45%
74.6%$10.30M
47DebtFnma Tba 30Yr Tba 6.50% Feb
0.45%
75.0%$10.39M
48DebtWi Treasury Sec 08/55 4.75
0.43%
75.4%$9.80M
49DebtFhlb
0.41%
75.9%$9.48M
50DebtUnited States Treasury Note/Bond - When Issued 3.75% 15Apr2028
0.41%
76.3%$9.28M
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ACGZX Mutual Fund All Holdings

ACGZX holdings total 619 positions. The top 10 holdings account for 35.8% of the fund, led by United States Treasury Note/Bond 4.13% 30Sep2027 at 7.8%, Us Treasury N/B 08/32 3.875 at 5.2%, Us Treasury Note 4.125% Jul 31 28 at 3.9%.

ACGZX portfolio concentration is moderate, with the top 10 representing 35.8% of total assets. The largest sector exposure is Financials at 52.6%.

ACGZX sectors provide a detailed breakdown. ACGZX overlap shows how holdings compare to other funds in your portfolio.