CSVZX Mutual Fund

CSVZX Mutual Fund

NAV$49.44
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Showing the top 10 of 41 holdings · as of May 31, 2026
Top 10 weight
33.15%
CSVZX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
CRM
Salesforce IncInfo Tech · Software
3.81%		3.8%602,344$115.11MInfo TechSoftware
2
AMT
American Tower CorpReal Estate · Equity Real Estate Investment Trusts (REITs)
3.63%		7.4%586,691$109.69MReal EstateEquity Real Estate Investment Trusts (REITs)
Share changes, sector and industry · Pro
3
MU
Micron Technology, Inc.
3.63%		11.1%112,864$109.59M
4
LUV
Southwest Airlines Co
3.26%		14.3%2,290,071$98.36M
5
STZ
Constellation Brands Inc
3.21%		17.5%698,670$96.99M
6
EPAM
Epam Systems, Inc.
3.16%		20.7%929,679$95.25M
7
BA
Boeing Co
3.14%		23.8%409,499$94.66M
8
AVGO
Broadcom Inc
3.12%		27.0%210,606$94.09M
9
CNC
Centene
3.11%		30.1%1,575,630$93.91M
10
MS
Morgan Stanley
3.08%		33.1%446,648$92.90M
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Themes in the top 10
Cloud ComputingArtificial IntelligenceData & AnalyticsInternet & DigitalCybersecurity5G InfrastructureTelecom InfrastructureInfrastructureSemiconductorsLuxury GoodsConsumer SpendingNetworking InfrastructureAviation TechnologyDefense TechnologyManufacturing

CSVZX Mutual Fund Top Holdings

CSVZX holdings top 10 positions. The top 10 holdings account for 33.1% of the fund, led by Salesforce Inc Crm Us Equity at 3.8%, American Tower Corporation at 3.6%, Micron Technology, Inc. at 3.6%.

CSVZX portfolio concentration is moderate, with the top 10 representing 33.1% of total assets. The largest sector exposure is Financials at 18.9%.

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