DVFTX Mutual Fund

DVFTX Mutual Fund

NAV$10.68
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Showing top 50 of 183 holdings · as of Feb 27, 2026
DVFTX holdings, by weight
#TickerNameWeightCumulativeMkt valueSectorIndustry
1DebtPuerto Rico Sales Tax Financing Corp SaFinancials · Diversified Financial Services
2.04%
2.0%$5.88MFinancialsDiversified Financial Services
2California State University, Systemwide Revenue Bonds, Series 2021AFinancials · Thrifts
1.74%
3.8%$5.01MFinancialsThrifts
Sector and industry · Pro
3Gdb Debt Recovery Authority of Puerto Rico, 7.5% 20aug2040
1.60%
5.4%$4.61M
4California Educational Facilities Authority
1.41%
6.8%$4.07M
5DebtCalifornia St Infrastructure & Econ Dev Bank Revenue
1.36%
8.2%$3.93M
6City Of San Francisco Ca Public Utilities Commission Water Revenue 5.25 2055-11-01
1.32%
9.5%$3.82M
7DebtSan Francisco City & County Airport Comm-San Francisco International Airport
1.31%
10.8%$3.77M
8DebtPuerto Rico Sales Tax Financing Corp Sa
1.26%
12.0%$3.63M
9California St 5.25% Aug 01, 2055
1.23%
13.3%$3.56M
10California Statewide Communities Development Authority, Revenue Bonds, John Muir Health, Series 2024A 5.25 2054-12-01
1.21%
14.5%$3.50M
11California Cmnty Choice Fing A 5% Nov 01, 2035
1.16%
15.6%$3.34M
12Toll Bridge Rb Series 2024I 3.75% 2059-04-01
1.14%
16.8%$3.30M
13DebtCalifornia Cmnty Choice Fing A
1.12%
17.9%$3.23M
14California Infrastructure & Ec 5.25% May 15, 2059
1.12%
19.0%$3.24M
15Los Angeles Ca Dept of Arpts A Losapt 05/55 Fixed 5.5
1.12%
20.1%$3.23M
16State Of California
1.11%
21.3%$3.22M
17Tobacco Securitization Authority of Southern California
1.00%
22.3%$2.89M
18California St
0.99%
23.2%$2.85M
19DebtCommonwealth of Puerto Rico
0.99%
24.2%$2.85M
20DebtCalifornia Educational Facilities Authority
0.98%
25.2%$2.84M
21California Health Facilities Financing Authority 11/01/2047
0.98%
26.2%$2.82M
22DebtCommonwealth Of Puerto Rico
0.98%
27.2%$2.82M
23Ca Cmnty Choice-A-1 Frn 4/1/2056 2056-04-01
0.96%
28.1%$2.78M
24San Diego Cnty 5.5% 07/55
0.96%
29.1%$2.77M
25California Community Choice Fi 5.0000% Mat 02/01/2055
0.95%
30.0%$2.74M
26California St
0.94%
31.0%$2.72M
27California St 5% Nov 01, 2052
0.93%
31.9%$2.68M
28California (State Of) School Finance Authority (Magnolia Public Schools Obligated Groups), Series 2025, Rb
0.92%
32.8%$2.66M
29San Francisco Calif Ci 5.25 01May55
0.89%
33.7%$2.57M
30California St 5.5% Aug 01, 2049
0.87%
34.6%$2.52M
31DebtCalifornia State Public Works Board
0.85%
35.4%$2.44M
32California Educational Facilities Authority, Revenue Bonds, Stanford University Series 2016u-7
0.84%
36.3%$2.42M
33M-s-r Energy Authority, California, Gas Revenue Bonds, Citigroup Prepay Contracts, Series 2009c
0.83%
37.1%$2.39M
34Children's Trust Fund, Puerto Rico, Tobacco Settlement Asset-backed Bonds, Series 2008a
0.80%
37.9%$2.31M
35DebtCity Of Los Angeles Department Of Airports
0.76%
38.7%$2.18M
36DebtCalifornia Health Facilities Financing Authority
0.76%
39.4%$2.19M
37California Community Choice Financing Authority, Clean Energy Project Revenue Bonds, Green Series 20
0.74%
40.2%$2.13M
38University Calif Revs 5% May 15, 2053
0.74%
40.9%$2.13M
39DebtMoreno Valley Unified School District/Ca
0.74%
41.7%$2.13M
40DebtCalifornia Community Choice Financing Authority
0.73%
42.4%$2.11M
41DebtLos Angeles Department Of Water & Power
0.73%
43.1%$2.10M
42DebtRiversd Ca Toll
0.72%
43.8%$2.09M
43California Statewide Community Development Authority, Health Revenue Bonds, Enloe Medical Center, Re
0.71%
44.5%$2.05M
44DebtVariable Rate Muni Bond
0.69%
45.2%$1.98M
45California State, General Obligation Bonds, Various Purpose Series 2020
0.65%
45.9%$1.86M
46Los Angeles Ca Dept Of Arpts A Losapt 05/49 Fixed 4
0.64%
46.5%$1.84M
47California Municipal Finance A Casedu 06/54 Fixed 6.2 6.2 2054-06-15
0.60%
47.1%$1.74M
48California School Finance Authority, School Facility Revenue Bonds, Granada Hills Charter High School Obligated Group, Series 2024A
0.60%
47.7%$1.72M
49Los Angeles Ca Dept Of Arpts A City Of Los Angeles Department Of Airports
0.60%
48.3%$1.73M
50Los Angeles Calif Dept Wtr & Pwr Wtrwks Rev 5.0% 01-Jul-2044 5 2044-07-01
0.57%
48.9%$1.66M
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DVFTX Mutual Fund All Holdings

DVFTX holdings total 198 positions. The top 10 holdings account for 14.5% of the fund, led by Puerto Rico Sales Tax Financing Corp Sa 5.000 07/01/2058 at 2.0%, California State University, Systemwide Revenue Bonds, Series 2021A at 1.7%, Gdb Debt Recovery Authority of Puerto Rico, 7.5% 20aug2040 at 1.6%.

DVFTX portfolio concentration is well-diversified, with the top 10 representing 14.5% of total assets. The largest sector exposure is Financials at 39.5%.

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