FOZXX Mutual Fund

FOZXX Mutual Fund

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Showing top 50 of 56 holdings · as of Jun 30, 2026
FOZXX holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1B 7/21/26 Govt
3.66%
3.7%325,000,000$324.35M--
2DebtUs Treasury Frn 07/26 VarFinancials · Diversified Financial Services
3.42%
7.1%303,264,000$303.28MFinancialsDiversified Financial Services
Sector and industry · Pro
3DebtTreasury Bill Jul 16, 2026
3.41%
10.5%302,558,000$302.10M
4B 7/7/26 Govt 912797Un5
3.41%
13.9%302,410,000$302.23M
5DebtUnited States Department
3.31%
17.2%294,004,000$293.36M
6BROWARD CNTY FLA SCH DIST 5% Jul 01, 2032
3.25%
20.5%287,652,000$287.42M
7DebtUnited States Treasury
3.14%
23.6%279,809,000$278.41M
8Gnma Ii Pool Ma8042 G2 05/52 Fixed 2.5
3.10%
26.7%275,000,000$274.64M
9DebtU.S. Treasury Bill 0.000000% 0 2026-08-18
3.09%
29.8%275,000,000$273.67M
10DebtTreasury Floating Rate Note 4.34% Jan 31, 2027
3.05%
32.8%270,000,000$269.99M
11DebtUst Bills
3.04%
35.9%269,983,000$269.25M
12DebtUnited States Treasury
2.95%
38.8%262,523,000$261.02M
13DebtTreasury Bill 10/06/2026
2.94%
41.8%262,717,000$260.13M
14DebtTreasury Floating Rate Note 4.75% Oct 31, 2026
2.93%
44.7%259,063,000$259.13M
15DebtUnited States Treasury Bill 2026-08-25
2.92%
47.6%260,000,000$258.57M
16B 10/13/26 Govt
2.90%
50.5%259,755,000$257.01M
17DebtUnited States Treasury Bill 2026-08-04
2.87%
53.4%254,995,000$254.13M
18DebtUnited States Department
2.72%
56.1%241,912,000$241.21M
19United States Zero 08/26
2.70%
58.8%240,000,000$239.02M
20DebtTreasury Floating Rate Note 4.43% Apr 30, 2027
2.65%
61.5%235,000,000$235.09M
21DebtTreasury Bill Sep 10, 2026
2.63%
64.1%235,000,000$233.32M
22DebtUnited States Department
2.53%
66.6%225,000,000$224.04M
23Fed Hm Ln Pc Pool Sd5617 Fr 06/54 Fixed 6
2.50%
69.1%223,186,000$221.43M
24Us Tsy Frn 01/31/28 Govt
2.48%
71.6%219,362,000$219.40M
25DebtUs Department Of The Treasury 2026-07-02
2.36%
74.0%209,000,000$208.98M
26DebtUnited States Treasury Bill 08/06/2026
2.25%
76.2%200,000,000$199.28M
27Us T Bill Zcp 09/15/26
2.24%
78.5%200,000,000$198.48M
28DebtTreasury Bill9/22/2026
2.16%
80.6%193,329,000$191.72M
29DebtUnited States Treasury Bills 0% 2026-09-24
2.02%
82.6%180,000,000$178.45M
30DebtTreasury Bill9/08/2026
2.02%
84.6%180,537,000$179.29M
31DebtUnited States Treasury Bill 09/03/2026
1.91%
86.6%170,467,000$169.38M
32DebtTreasury Floating Rate Note 3.96% Oct 31, 2027 3.96 2027-10-31
1.91%
88.5%168,700,000$168.82M
33DebtTreasury Floating Rate Note 4.44% Jul 31, 2027
1.75%
90.2%155,000,000$155.01M
34B 09/01/26 2026-09-01
1.48%
91.7%132,046,000$131.22M
35B 10/20/26 Govt
1.12%
92.8%100,000,000$98.86M
36DebtUnited States Treasury Note/Bond
1.05%
93.9%92,669,000$92.66M
37DebtTreasury Bill9/29/2026
0.84%
94.7%75,000,000$74.32M
38DebtTreasury Floating Rate Note 3.73% Apr 30, 2028
0.79%
95.5%70,000,000$70.02M
39DebtUnited States Treasury
0.73%
96.2%64,194,000$64.32M
40DebtTreasury Note (Otr) 4.25% Dec 31, 2026
0.57%
96.8%50,000,000$50.15M
41DebtTreasury Bill Oct 01, 2026
0.56%
97.4%50,000,000$49.53M
42DebtUnited States Treasury Notes 4.500% 15-Apr-2027
0.51%
97.9%45,000,000$45.27M
43B 12/3/26 Govt
0.29%
98.2%26,216,000$25.80M
44Government Of The United States Of America 0.75% 31-Aug-2026
0.28%
98.4%25,000,000$24.88M
45DebtTreasury Bill 0% Oct 29, 2026
0.28%
98.7%25,000,000$24.70M
46DebtTreasury Bill 11/12/2026
0.28%
99.0%25,000,000$24.66M
47DebtUnited States Treasury Bill 12/10/2026
0.25%
99.3%22,824,000$22.45M
48DebtUs Treas Nts
0.20%
99.5%17,330,000$17.42M
49DebtU.S. Treasury Note, 4.625%, Due 06/15/2027
0.17%
99.6%15,000,000$15.10M
50United States Department 0 2026-12-17
0.17%
99.8%15,166,000$14.90M
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FOZXX Mutual Fund All Holdings

FOZXX holdings total 50 positions. The top 10 holdings account for 32.8% of the fund, led by B 7/21/26 Govt at 3.7%, Us Treasury Frn 07/26 Var at 3.4%, Treasury Bill Jul 16, 2026 at 3.4%.

FOZXX portfolio concentration is moderate, with the top 10 representing 32.8% of total assets. The largest sector exposure is Financials at 22.9%.

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