HDGVX Mutual Fund

HDGVX Mutual Fund

NAV$42.39
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Showing the top 10 of 73 holdings · as of Aug 31, 2026
Top 10 weight
34.92%
HDGVX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
MSFT
Microsoft CorpInfo Tech · Software
7.85%		7.8%2,921,140$1.48BInfo TechSoftware
2
AMZN
Amazon.com IncConsumer Disc. · Internet
7.16%		15.0%5,205,352$1.35BConsumer Disc.Internet
Sector and industry · Pro
3
AAPL
Apple Inc
4.32%		19.3%2,577,954$816.82M
4—Bank of America Corp.:
2.58%		21.9%7,868,303$487.36M
5
MRK
Merck & Company Inc
2.57%		24.5%3,281,923$484.94M
6
PM
Philip Morris International Inc.
2.24%		26.7%2,259,912$423.28M
7
CSCO
Cisco Systems Inc.
2.11%		28.8%3,613,255$399.23M
8
UNH
Unitedhealth Group Inc
2.07%		30.9%1,005,496$391.55M
9
JNJ
Johnson & Johnson -
2.06%		33.0%1,462,151$388.71M
10
WELL
Welltower Inc.
1.96%		34.9%1,570,144$370.93M
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Themes in the top 10
Artificial IntelligenceCloud ComputingCybersecurityData & AnalyticsNetworking InfrastructureInternet & DigitalDigital AdvertisingPaymentsSemiconductors5G InfrastructureBroadband ServicesConnectors & InterconnectsLife Sciences ToolsPharmaceuticalsBiotechnology

HDGVX Mutual Fund Top Holdings

HDGVX holdings top 10 positions. The top 10 holdings account for 34.9% of the fund, led by Microsoft Corp at 7.8%, Amazon.Com Inc at 7.2%, Apple Inc at 4.3%.

HDGVX portfolio concentration is moderate, with the top 10 representing 34.9% of total assets. The largest sector exposure is Information Technology at 23.9%.

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