CADNX Mutual Fund

CADNX Mutual Fund

NAV$14.32
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Showing top 50 of 421 holdings · as of Jan 31, 2026
CADNX holdings, by weight
#TickerNameWeightCumulativeMkt valueSectorIndustry
1DebtBuckeye Tobacco Settlement Financing Auth Oh Ref-Senior-Class 2-Ser B-2Financials · Diversified Financial Services
1.41%
1.4%$22.21MFinancialsDiversified Financial Services
2DebtPuerto Rico Sales Tax Financing Corp SaFinancials · Diversified Financial Services
1.21%
2.6%$19.01MFinancialsDiversified Financial Services
Sector and industry · Pro
3New Jersey Economic Development Authority, New Jersey, Transit Transportation Project Revenue Bonds
1.06%
3.7%$16.72M
4DebtPrcutl
1.02%
4.7%$16.01M
5Columbus Ohio Regl Arpt 5.5 01Jan50
0.80%
5.5%$12.64M
6New York Transportation Development Corp 5.5 2060-06-30
0.80%
6.3%$12.63M
7San Francisco Calif Cit 5.5 01May55
0.79%
7.1%$12.38M
8South Carolina Public Service Authority 4.0% 12-01-47
0.75%
7.8%$11.82M
9DebtMetropolitan Transportation Authority, New York, Transportation Revenue Bonds, Green Climate Bond Certified Series 2020c-1
0.70%
8.5%$11.07M
10DebtMi St Trunk Fd
0.69%
9.2%$10.79M
11Michigan St 5.25% 11/49
0.68%
9.9%$10.62M
12Michigan St Strategic Fund Ltd Oblg Revenue
0.67%
10.6%$10.55M
13Port Of Portland Or Airport Revenue 5.5% 07-01-48
0.67%
11.2%$10.54M
14New York City Transitional Finance Authority Future Tax Secured Revenue 5 2047-05-01
0.66%
11.9%$10.35M
15New York N Y City Mun Wtr Fin 5% Jun 15, 2051
0.66%
12.6%$10.33M
16Houston, Texas, Airport System Revenue Bonds, Refunding Subordinate Lien Series 2023A 5.25 07-01-2048
0.66%
13.2%$10.32M
17DebtSan Diego County, Ca Regional Airport Auth. Rev
0.66%
13.9%$10.31M
18Pennsylvania St Econ Dev Fingauth Revenue
0.64%
14.5%$10.01M
19Public Finance Authority 2062-07-01
0.63%
15.2%$9.86M
20Hillsborough County Industrial Development Authority, Florida, Health System Revenue Bonds, Baycare Health System Series 2024C 4.125% 2051-11-15
0.63%
15.8%$9.99M
21Pennsylvania Housing Finance Agency, Single Family Mortgage Revenue Bonds, Social Series 2024-146A 4.75 2053-04-01
0.63%
16.4%$9.93M
22DebtSouth Dakota Health & Educational Facilities Authority
0.62%
17.0%$9.70M
23DebtFx.rt. Muni Bond 06/30/2058
0.62%
17.7%$9.76M
24Pennsylvania Economic Development Financing Authority 4 2034-03-15
0.61%
18.3%$9.67M
25Immanuel Retirement Communities Obligated Group 4.0% 01-01-44
0.59%
18.9%$9.36M
26Kentucky St Public Energy Auth Kyspwr 04/54 Adjustable Var
0.58%
19.4%$9.19M
27Southeast Energy FRN 5/53
0.58%
20.0%$9.05M
28Black Belt Energy Gas Dist Ala 5% Nov 01, 2034
0.55%
20.6%$8.64M
29Suffolk Regl Off-Track Betting Regd Oid B/E 6.00000000 12/01/53
0.52%
21.1%$8.11M
30Triborough Bridge and Tunnel Authority, 4% 15may2051, USD
0.52%
21.6%$8.19M
31DebtChicago Ill O Hare International Airport R
0.50%
22.1%$7.91M
32Chicago Il Brd Of Edu
0.49%
22.6%$7.71M
33Illinois St Hsg Dev Auth Revenue 4.45 2043-04-01
0.49%
23.1%$7.66M
34Puerto Rico Sales Tax Fing Corp Sales Tax Revenue
0.48%
23.6%$7.61M
35DebtHumble Tx Indep Sch Dist Humscd 02/52 Fixed Oid
0.48%
24.0%$7.62M
36Iowa (State Of) Finance Authority (Lifespace Communities, Inc.), Series 2021 A, Ref. Rb
0.48%
24.5%$7.55M
37DebtCalifornia Community Choice Financing Authority
0.47%
25.0%$7.36M
38Chesapeake Bay Bridge and Tunnel District, Virginia, General Resolution Revenue Bonds, First Tier Series 2016
0.47%
25.5%$7.47M
39Black Belt Energy Gas Dist Ala 5.25% May 01, 2032
0.46%
25.9%$7.28M
40Black Belt Energy Gas Dist Al 5.25 2055-05-01
0.45%
26.4%$7.01M
41Maryland Community Development Administration Department of Housing and Community Development, Residential Revenue Bonds, Series 2019b
0.44%
26.8%$6.96M
42Maryland Community Development Administration
0.44%
27.3%$6.86M
43DebtMass Devel Fin
0.43%
27.7%$6.84M
44DebtTexas St Priv Activity Bond Su 12/31/2058 5.5
0.43%
28.1%$6.81M
45Dallas Fort Worth International Airport, Series 2024
0.43%
28.5%$6.84M
46Pennsylvania St Hsg Fin Agy Sf Regd B/E 3.65000000 3.65 2042-10-01
0.43%
29.0%$6.81M
47DebtNew Jersey St Turnpike Authority Tpk Rev
0.42%
29.4%$6.56M
48Univ Hosps Clinics Auth Wi
0.42%
29.8%$6.55M
49CENTRAL VY WTR RECLAMATION FAC 4% Mar 01, 2033
0.42%
30.2%$6.64M
50DebtCentral Plains Energy Pro
0.41%
30.7%$6.45M
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CADNX Mutual Fund All Holdings

CADNX holdings total 452 positions. The top 10 holdings account for 9.2% of the fund, led by Buckeye Tobacco Settlement Financing Auth Oh Ref-Senior-Class 2-Ser B-2 5.000 Jun 01 55 at 1.4%, Puerto Rico Sales Tax Financing Corp Sa 5.000 07/01/2058 at 1.2%, New Jersey Economic Development Authority, New Jersey, Transit Transportation Project Revenue Bonds at 1.1%.

CADNX portfolio concentration is well-diversified, with the top 10 representing 9.2% of total assets. The largest sector exposure is Financials at 29.0%.

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