ETMAX Mutual Fund

ETMAX Mutual Fund

NAV$7.59
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Showing top 50 of 87 holdings · as of Jun 30, 2026
ETMAX holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1Massachusetts (state Of) Development Finance Agency (massachusetts Institute of Technology), Series 2002 K, RbHealth Care · Healthcare Services
3.98%
4.0%5,000,000$5.82MHealth CareHealthcare Services
2Ma St Spl Ob De 5.50% Natl/fgic 1/1/2030Financials · Banks
3.70%
7.7%4,955,000$5.41MFinancialsBanks
Sector and industry · Pro
3The Massachusetts Clean Water Trust
2.50%
10.2%3,105,000$3.66M
4DebtCommonwealth Of Massachusetts Transportation Fund Revenue
2.19%
12.4%3,045,000$3.21M
5Massachusetts (Commonwealth Of) 56/01/2056
2.15%
14.5%3,000,000$3.15M
6Massachusetts Health & Educational Facilities Auth 3.45% 2044-07-01
2.14%
16.7%3,135,000$3.13M
7Brockton Mass 5%
2.06%
18.7%3,000,000$3.02M
8Ma Wtr 25F Q=Us V1 2029-08-01
2.05%
20.8%3,000,000$3.00M
9Northeast Metropolitan Regional Vocational Technical School District, Massachusetts, General Obligat
2.03%
22.8%3,075,000$2.97M
10Ma St Dev Fin Agy-M 01/07/2034
1.92%
24.7%2,500,000$2.80M
11DebtMassachusetts Development Finance Agency
1.81%
26.5%2,500,000$2.65M
12Massachusetts Development Finance Agency 5 2053-07-01
1.80%
28.3%2,500,000$2.64M
13DebtCommonwealth Of Massachusetts Transportation Fund Revenue
1.79%
30.1%2,500,000$2.61M
14Massachusetts Port Authority, Special Facilities Revenue Bonds, Bosfuel Corporation, Series 2019a
1.73%
31.8%2,500,000$2.53M
15New Bedford Ma 4 2047-09-01
1.73%
33.6%2,650,000$2.53M
16Massachusetts St Dev Fin Agy Rev 10.0538%
1.72%
35.3%1,820,000$2.51M
17Massachusetts Bay Transportation Authority, Sales Tax Revenue Bonds, Subordinated Series 2020b-1
1.65%
36.9%2,360,000$2.42M
18Ma Dev Fin Agy-A
1.49%
38.4%2,000,000$2.18M
19Ma Dev Fin Agy-F 5 2045-07-01
1.48%
39.9%2,000,000$2.17M
20DebtMassachusetts St Ma St
1.46%
41.4%2,000,000$2.14M
21Univ Of Massachusetts Ma Bldga Umafac 11/42 Fixed 5.25
1.40%
42.8%2,000,000$2.05M
22Massachusetts Housing Finance Agency Single Family Housing Revenue Bonds Social Series 2023-227 4.9 12/01 2048
1.39%
44.2%2,000,000$2.03M
23DebtMa Dfa
1.38%
45.5%2,025,000$2.02M
24DebtPuerto Rico Sales Tax Financing Corp Sa
1.37%
46.9%2,000,000$2.00M
25Boston Ma Wtr & Swr Commission 4 2027-11-01
1.37%
48.3%2,000,000$2.00M
26Massachusetts Var 05/55
1.34%
49.6%1,760,000$1.96M
27University Mass Bldg Auth Proj 5% Nov 01, 2050
1.25%
50.9%1,735,000$1.83M
28Massachusetts Development Finance Agency
1.24%
52.1%1,750,000$1.81M
29Massachusetts Development Finance Agency, Revenue Bonds, Springfield College, Green Series 2021A
1.22%
53.3%2,350,000$1.79M
30Framingham Ma 3 2040-12-01
1.17%
54.5%1,860,000$1.70M
31Peabody Mass 4.125%
1.17%
55.7%1,750,000$1.71M
32Massachusetts Development Finance Agency
1.14%
56.8%1,660,000$1.66M
33DebtMassachusetts Development Finance Agency
1.13%
58.0%1,875,000$1.66M
34Massachusetts Bay Transn Auth 5.25% Jul 01, 2050
1.11%
59.1%1,500,000$1.63M
35Massachusetts Development Finance Agency
1.08%
60.1%1,575,000$1.58M
36DebtGreater Fall River Vocational School District
1.07%
61.2%1,500,000$1.56M
37Massachusetts Development Finance Agency
1.06%
62.3%1,550,000$1.55M
38Massachusetts Development Finance Agency, Revenue Bonds, Middlesex School, Series 2024 4.25 2054-07-01
1.03%
63.3%1,600,000$1.51M
39Tyngsborough Ma 3 2042-10-15
1.02%
64.3%1,660,000$1.49M
40Maynard Mass 4.125%
0.98%
65.3%1,470,000$1.43M
41DebtNational Finau
0.98%
66.3%1,370,000$1.43M
42Massachusetts Health & Educational Facilities Authority, Series 2009 K-1
0.96%
67.2%1,400,000$1.40M
43Massachusetts Port Authority
0.96%
68.2%1,350,000$1.41M
44Massachusetts Bay Transportation Authority
0.95%
69.2%1,240,000$1.39M
45East Longmeadow Ma
0.95%
70.1%1,540,000$1.38M
46Massachusetts St Eductnl Fing Regd Oid B/E Amt 3.62500000
0.94%
71.0%1,400,000$1.38M
47DebtBoston Ma W and S
0.92%
72.0%1,500,000$1.35M
48Massachusetts (Commonwealth Of) Development Finance Agency (South Shore Hospital), Series 2016 I, Ref. Rb
0.89%
72.9%1,295,000$1.29M
49Massachusetts Development Finance Agency, Revenue Bonds, Bentley College Issue, Series 2021A
0.89%
73.7%1,300,000$1.30M
50Westfield Mass 4%
0.81%
74.6%1,175,000$1.18M
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Not reported for this fund: share changes.
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ETMAX Mutual Fund All Holdings

ETMAX holdings total 79 positions. The top 10 holdings account for 24.7% of the fund, led by Massachusetts (state Of) Development Finance Agency (massachusetts Institute of Technology), Series 2002 K, Rb at 4.0%, Ma St Spl Ob De 5.50% Natl/fgic 1/1/2030 at 3.7%, Massachusetts Clean Water Trust/the at 2.5%.

ETMAX portfolio concentration is well-diversified, with the top 10 representing 24.7% of total assets. The largest sector exposure is Financials at 19.4%.

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