CMJAX Mutual Fund

CMJAX Mutual Fund

NAV$52.06
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Showing the top 10 of 625 holdings · as of Mar 31, 2026
Top 10 weight
7.67%
CMJAX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
GLW
Corning Inc
0.94%		0.9%29,517$4.01M--
2—Vertiv Co.Industrials · Electrical Equipment
0.84%		1.8%14,335$3.59MIndustrialsElectrical Equipment
Share changes, sector and industry · Pro
3—Western Digital Corp Company Guar 11/28 3
0.82%		2.6%12,852$3.48M
4
MRVL
Marvell Technology Group Ltd.
0.80%		3.4%34,333$3.40M
5
SNDK
Sandisk Corp
0.80%		4.2%5,336$3.39M
6—Seagate Technolo
0.77%		5.0%8,352$3.27M
7—Quanta
0.74%		5.7%5,726$3.14M
8
CMI
Cummins Inc.
0.68%		6.4%5,365$2.89M
9
ROST
Ross Stores, Inc.
0.65%		7.0%12,672$2.75M
10
WBD
Warner Bros. Discovery, Inc
0.63%		7.7%96,840$2.66M
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Themes in the top 10
InfrastructureCloud ComputingNetworking Infrastructure5G InfrastructureData & AnalyticsSemiconductorsSupply ChainArtificial IntelligenceEmerging TechManufacturingInterest RatesValue RetailConsumer SpendingMillennials & Gen ZInternet & Digital

CMJAX Mutual Fund Top Holdings

CMJAX holdings top 10 positions. The top 10 holdings account for 7.7% of the fund, led by Corning Inc at 0.9%, Vertiv Co. at 0.8%, Western Digital Corp Company Guar 11/28 3 at 0.8%.

CMJAX portfolio concentration is well-diversified, with the top 10 representing 7.7% of total assets. The largest sector exposure is Industrials at 18.0%.

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