CFORX Mutual Fund

CFORX Mutual Fund

NAV$8.49
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Showing the top 10 of 194 holdings · as of Sep 30, 2025
Top 10 weight
32.88%
CFORX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
MVRXX
Morgan Stanley Institutional Liquidity Funds - Government Portfolio - Institutional ClassFinancials · Capital Markets
17.79%		17.8%7,874,841$7.87MFinancialsCapital Markets
2—Cpi Holdco B Llc Term LoanFinancials · Capital Markets
2.25%		20.0%-$995.6KFinancialsCapital Markets
Sector and industry · Pro
3DebtApplied Systems, Inc.-Ini
1.97%		22.0%-$871.7K
4DebtSouthern Co Sr Unsecured 06/33 5.2
1.76%		23.8%-$778.2K
5—Amwins Group, Inc. Term Loan First Lien
1.63%		25.4%-$719.7K
6DebtGates Global Llc
1.62%		27.0%-$716.2K
7—Sedgwick Claims Management Service Tl-B 7.95% Feb 24, 2028
1.56%		28.6%-$690.7K
8—Prime Security Services Borrower, Llc, Term Loan B1
1.44%		30.0%-$639.3K
9
AAL
American Airlines Inc 2025 Term Loan
1.43%		31.4%-$631.9K
10—JPMorgan Chase Bank NA Long: IS29092 IRS USD R V 12MUSCPI IS290A3 INFLATIONZERO / Short: IS29092 IRS USD P F 2.49750 IS29092 INFLATIONZERO
1.43%		32.9%-$633.6K
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Themes in the top 10
Interest RatesInflation ProtectionMarket InfrastructureInfrastructurePropTechInsurTechLending & CreditGlobal BankingManufacturingData & AnalyticsRegulatory TechnologyChanging WorkCybersecurityLaw Enforcement TechnologyInternet & Digital

CFORX Mutual Fund Top Holdings

CFORX holdings top 10 positions. The top 10 holdings account for 32.9% of the fund, led by Morgan Stanley Institutional Liquidity Funds - Government Portfolio - Institutional Class at 17.8%, Cpi Holdco B Llc Term Loan at 2.3%, Applied Systems, Inc.-Ini 0.00 02/24/2031 at 2.0%.

CFORX portfolio concentration is moderate, with the top 10 representing 32.9% of total assets. The largest sector exposure is Financials at 36.1%.

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