CSUZX Mutual Fund

CSUZX Mutual Fund

NAV$25.92
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Showing the top 10 of 68 holdings · as of Mar 31, 2026
Top 10 weight
38.69%
CSUZX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
NEE
Nextera Energy IncUtilities · Electric Utilities
5.84%		5.8%689,150$64.01MUtilitiesElectric Utilities
2
MIK
Michaels Cos Inc
5.20%		11.0%783,575$57.03M--
Share changes, sector and industry · Pro
3—Tc Energy Corp
4.78%		15.8%837,421$52.44M
4
ETR
Entergy Corp.
4.15%		20.0%404,718$45.47M
5
UNP
Union Pacific Corp
4.11%		24.1%185,938$45.11M
6
CSX
Csx Corp.
3.56%		27.6%950,353$39.01M
7
SRE
Sempra
3.15%		30.8%355,912$34.58M
8
NG
National Grid Plc
3.06%		33.8%1,989,047$33.58M
9
TRGP
Targa Resources Corp Preferred
2.49%		36.3%109,041$27.34M
10
NSC
Norfolk Southern Corp
2.35%		38.7%89,725$25.75M
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Themes in the top 10
Clean EnergyClimate SolutionsEnergy TransitionInfrastructureEnergy SecurityConstruction TechUrbanizationSustainable MaterialsManufacturingSupply ChainEnvironmental SolutionsInflation ProtectionMobility as a ServiceCybersecurityChanging Work

CSUZX Mutual Fund Top Holdings

CSUZX holdings top 10 positions. The top 10 holdings account for 38.7% of the fund, led by Nextera Energy Inc at 5.8%, Michaels Cos Inc at 5.2%, Tc Energy Corp at 4.8%.

CSUZX portfolio concentration is moderate, with the top 10 representing 38.7% of total assets. The largest sector exposure is Utilities at 38.9%.

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