HDGVX Mutual Fund

HDGVX Mutual Fund

NAV$40.52
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Showing the top 10 of 74 holdings · as of Jul 31, 2026
Top 10 weight
35.00%
HDGVX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
MSFT
Microsoft CorpInfo Tech · Software
7.59%		7.6%3,077,843$1.43BInfo TechSoftware
2
AMZN
Amazon.com IncConsumer Disc. · Internet
7.55%		15.1%5,238,828$1.42BConsumer Disc.Internet
Sector and industry · Pro
3
AAPL
Apple, Inc
4.25%		19.4%2,594,534$801.48M
4—Bank of America Corp.:
2.60%		22.0%7,918,901$490.58M
5
PM
Philip Morris International Inc.
2.30%		24.3%2,274,443$434.01M
6
MRK
Merck & Company Inc
2.28%		26.6%3,303,030$430.05M
7
CSCO
Cisco Systems Inc.
2.24%		28.8%3,636,490$421.80M
8
UNH
Unitedhealth Group Inc
2.22%		31.0%1,011,961$419.36M
9
JNJ
Johnson & Johnson -
2.00%		33.0%1,471,552$377.23M
10
WELL
Welltower, Inc.
1.97%		35.0%1,580,243$370.47M
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Themes in the top 10
Artificial IntelligenceCloud ComputingCybersecurityData & AnalyticsNetworking InfrastructureInternet & DigitalDigital AdvertisingPaymentsSemiconductors5G InfrastructureBroadband ServicesConnectors & InterconnectsHealth & WellnessGovernance & EthicsGlobal Banking

HDGVX Mutual Fund Top Holdings

HDGVX holdings top 10 positions. The top 10 holdings account for 35.0% of the fund, led by Microsoft Corp at 7.6%, Amazon.Com Inc at 7.5%, Apple, Inc at 4.3%.

HDGVX portfolio concentration is moderate, with the top 10 representing 35.0% of total assets. The largest sector exposure is Information Technology at 23.5%.

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