BARDX Mutual Fund

BARDX Mutual Fund

NAV$8.94
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Showing the top 10 of 356 holdings · as of Jan 31, 2026
Top 10 weight
33.55%
BARDX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
WELL
Welltower, Inc.Real Estate · Equity Real Estate Investment Trusts (REITs)
6.61%		6.6%99,870$18.81MReal EstateEquity Real Estate Investment Trusts (REITs)
2
PLD
Prologis IncReal Estate · Equity Real Estate Investment Trusts (REITs)
6.18%		12.8%134,723$17.59MReal EstateEquity Real Estate Investment Trusts (REITs)
Share changes, sector and industry · Pro
3—Equinix Inc. Real Estate Investment Trust
4.09%		16.9%14,194$11.65M
4—Simon Property Group Inc
3.16%		20.0%47,056$9.00M
5
DLR
Digital Realty Trust Inc.
2.91%		22.9%49,971$8.29M
6
O
Realty Income Corp.
2.86%		25.8%132,991$8.13M
7
PSA
Public Storage
2.22%		28.0%22,939$6.34M
8
GMG
Goodman Group
2.14%		30.2%286,971$6.10M
9
VTR
Ventas, Inc.
1.85%		32.0%68,003$5.28M
10
VICI
Vici Properties Inc
1.53%		33.5%155,142$4.36M
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Themes in the top 10
Supply ChainInfrastructureUrbanizationPropTechInflation ProtectionCloud ComputingInternet & DigitalNetworking InfrastructureConnectors & InterconnectsCybersecurityConsumer SpendingData & AnalyticsValue RetailChanging WorkAging Population

BARDX Mutual Fund Top Holdings

BARDX holdings top 10 positions. The top 10 holdings account for 33.5% of the fund, led by Welltower, Inc. at 6.6%, Prologis Inc at 6.2%, Equinix Inc. Real Estate Investment Trust at 4.1%.

BARDX portfolio concentration is moderate, with the top 10 representing 33.5% of total assets. The largest sector exposure is Real Estate at 65.3%.

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