FNTAX Mutual Fund

FNTAX Mutual Fund

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Showing top 50 of 93 holdings · as of May 31, 2026
FNTAX holdings, by weight
#TickerNameWeightCumulativeMkt valueSectorIndustry
1University Neb Facs Corp Rev 5% Jul 15, 2051Financials · Diversified Financial Services
3.00%
3.0%$2.05MFinancialsDiversified Financial Services
2Puerto Rico Sales Tax Fing Corp Sales Tax Revenue 07/01/2058Financials · Diversified Financial Services
2.80%
5.8%$1.93MFinancialsDiversified Financial Services
Sector and industry · Pro
3Guam Government Waterworks Authority, Water and Wastewater System Revenue Bonds, Refunding Series 2017
2.80%
8.6%$1.95M
4Douglas County School District 1, Nebraska, General Obligation Bonds, Omaha Public Schools Series 2020
1.80%
10.4%$1.28M
5Nebraska State Colleges Facilities Corporation, Nebraska, Revenue Bonds, Facilities Program Series 2022B
1.80%
12.2%$1.28M
6DebtDouglas Cnty San & Impt Dist 608 Ns
1.70%
13.9%$1.15M
7Nebraska, Health Facilities Refunding and Revenue Bonds, Nebraska Methodist Health System5.011/01/2045
1.60%
15.5%$1.09M
8Omaha Public Power District, Nebraska, Electric System Revenue Bonds, Series 2024A 5.5 2049-02-01
1.60%
17.1%$1.08M
9Usvi Fed Excise Tax 22A 5.0% 10-01-28
1.60%
18.7%$1.10M
10Central Plains Energy Project, Nebraska, Gas Project 4 Revenue Bonds, Refunding Series 2023A-1
1.50%
20.2%$1.05M
11Nebraska St Public Pwr Dist Re Regd B/E 5.00000000
1.50%
21.7%$1.04M
12Custer County School District 025 Broken Bow Public Schools, Nebraska, General Obligation Bonds, School Building Series 2024
1.50%
23.2%$1.03M
13Douglas County School District 10 Elkhorn, Nebraska, General Obligation Bonds, Series 2025
1.50%
24.7%$1.07M
14Douglas County School District 10 Elkhorn, Nebraska, General Obligation Bonds, Series 2018
1.50%
26.2%$1.01M
15Douglas County School District No. 17
1.50%
27.7%$1.07M
16Douglas County School District 54, Ralston, Nebraska, General Obligation Bonds, Series 2023
1.50%
29.2%$1.04M
17DebtLa Vista Tax Support Rev 22
1.50%
30.7%$1.02M
18La Vista, Nebraska, General Obligation Bonds, Highway Allocation Pledge Series 2023
1.50%
32.2%$1.03M
19Lincoln, Ne Airport Auth. Rev.
1.50%
33.7%$1.02M
20Nebraska State Colleges Neshgr 07/48 Fixed 5
1.50%
35.2%$1.03M
21Nebraska Educational Health Cultural & Social Services Finance Authority
1.50%
36.7%$1.07M
22Omaha, Nebraska, General Obligation Bonds, Various Purpose Series 2022
1.50%
38.2%$1.07M
23DebtOmaha Ne Arpt Auth
1.50%
39.7%$1.04M
24DebtOmaha Pfc Ls Rev 26D
1.50%
41.2%$1.04M
25Omaha Ne Public Pwr Dist Elec Rev 5%, Due 02/01/2047
1.50%
42.7%$1.06M
26Otoe County School District 0501 Palmyra District Or-1, Nebraska, General Obligation Bonds, School B
1.50%
44.2%$1.02M
27Papillion-Lavista School District 27, Sarpy County, Nebraska, General Obligation Bonds, Series 2023
1.50%
45.7%$1.03M
28Papillion-Lavista School District 27, Sarpy County, Nebraska, General Obligation Bonds, Series 2025
1.50%
47.2%$1.07M
29Sarpy County School District 037 Gretna Public Schools, Nebraska, General Obligation Bonds, Series 2019
1.50%
48.7%$1.04M
30DebtSoutheast Cmnty College Area Cop
1.50%
50.2%$1.01M
31Douglas County School District 10 Elkhorn, Nebraska, General Obligation Bonds, Series 2024
1.40%
51.6%$976.8K
32DebtCity Of Kearney Ne
1.40%
53.0%$944.4K
33Wayne County School District 17, Nebraska, General Obligation Bonds, Wayne Community Schools, School 4.25 12-15-2048
1.40%
54.4%$966.0K
34Douglas County School District 059, Nebraska, General Obligation Bonds, Bennington Public Schools, Series 2016
1.30%
55.7%$904.1K
35DebtCity Of Omaha Ne Riverfront Redevelopment Special Tax Revenue
1.30%
57.0%$914.5K
36Lancaster County School District 1, Lincoln, Nebraska, General Obligation Bonds, Series 2020
1.20%
58.2%$851.2K
37City Of Omaha, Nebraska, Special Tax Revenue Redevelopment and Refunding Bonds, Series 2024A
1.20%
59.4%$809.1K
38Scotts Bluff County Hospital Authority 1, Nebraska, Hospital Revenue Bonds, Regional West Medical Center Project, Refunding & Improvement Series 2016a
1.20%
60.6%$820.9K
39Omaha Pub Pwr Dist Neb Elec Re 5% Feb 01, 2047
1.10%
61.7%$783.1K
40DebtFremont School District
1.10%
62.8%$790.8K
41Douglas County Hospital Authority No. 2, Series 2014
1.10%
63.9%$775.1K
42York County School District 12, Nebraska, General Obligation Bonds, School Building Series 2024
1.10%
65.0%$777.3K
43DebtCity Of Bellevue Ne
1.00%
66.0%$698.5K
44DebtWestside Community Schools
1.00%
67.0%$673.8K
45DebtDouglas Cnty Ne
0.90%
67.9%$629.5K
46DebtOmaha 25A
0.90%
68.8%$655.8K
47Omaha Public Facilities Corporation, Nebraska, Lease Revenue Bonds, Series 2025E
0.90%
69.7%$644.4K
48DebtOmaha Pfc Ls Rev 25E
0.90%
70.6%$640.5K
49Boys Town Village, Ne Rev. (Boys Town) 5 2046-07-01
0.80%
71.4%$522.2K
50Douglas County, Nebraska, Educational Facilities Revenue Bonds, Creighton University Projects, Refunding Series 2025
0.80%
72.2%$523.7K
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FNTAX Mutual Fund All Holdings

FNTAX holdings total 93 positions. The top 10 holdings account for 20.2% of the fund, led by University Neb Facs Corp Rev 5% Jul 15, 2051 at 3.0%, Puerto Rico Sales Tax Fing Corp Sales Tax Revenue 07/01/2058 at 2.8%, Guam Government Waterworks Authority, Water And Wastewater System Revenue Bonds, Refunding Series 2017 at 2.8%.

FNTAX portfolio concentration is well-diversified, with the top 10 representing 20.2% of total assets. The largest sector exposure is Financials at 7.4%.

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