HWDFX Mutual Fund

HWDFX Mutual Fund

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Showing top 50 of 2,182 holdings · as of Jan 31, 2026
HWDFX holdings, by weight
#TickerNameWeightCumulativeMkt valueSectorIndustry
1New Zealand Govt Bd Nzd 0.25% 05-15-28
3.79%
3.8%$147.00M--
2DebtTreasury Note (Otr) 4.5% May 31, 2029Financials · Banks
3.40%
7.2%$131.87MFinancialsBanks
Sector and industry · Pro
3DebtBausch + Lomb Corp
2.89%
10.1%$112.12M
4Canada (Government Of) Sep 1, 2029 3.5
2.65%
12.7%$102.82M
5Kommuninvest I Sverige Ab 0.75 2028-05-12
2.59%
15.3%$100.20M
6DebtCzech Republic Government Bond Bonds 05/35 3.5
2.56%
17.9%$99.27M
7DebtNew Zealand Government Bond
2.51%
20.4%$97.13M
8DebtCanadian Government Bond 2.75% 01Mar2030
2.21%
22.6%$85.57M
9DebtCanadian Treasury Bill 0 2026-04-22
2.06%
24.7%$79.75M
10DebtJapan Treasury Discount Bill 0 2026-03-30
1.98%
26.6%$76.81M
11Bought ILS Sold USD 20251015
1.97%
28.6%$76.19M
12Irs EUR
1.86%
30.5%$72.20M
13Fx Forward Contract: JPY/USD Settle 2026-04-27
1.80%
32.3%$69.59M
14Norwegian Government /NOK/ Regd Ser 486 3.00000000
1.76%
34.0%$68.21M
15DebtU.S. Treasury Bills 0 2026-04-09
1.74%
35.8%$67.30M
16DebtNew Zealand
1.74%
37.5%$67.26M
17Australian Government /Aud/ Regd Reg S Ser 169 4.75000000
1.64%
39.1%$63.51M
18DebtTreasury (Cpi) Note 2.13% Apr 15, 2029
1.54%
40.7%$59.67M
19DebtNorway Government Bond Sr Unsecured 144A Regs 04/34 3
1.45%
42.1%$56.37M
20Sold Gbp/bought Usd
1.36%
43.5%$52.70M
21DebtKorea Treasury Bond
1.34%
44.8%$51.94M
22DebtNorwegian Government Sr Unsecured 144A Regs 06/35 3 3
1.25%
46.1%$48.62M
23Kommuninvest Cooperative Society 3.25 11-12-2029
1.24%
47.3%$47.97M
24DebtSouth Bow Corporation
1.11%
48.4%$42.92M
25New Zealand Government 4.25 05-15-2034
1.06%
49.5%$40.99M
26DebtAustralian Government
1.04%
50.5%$40.15M
27DebtNew Zealand Government Bond Unsecured 05/36 4.25 4.25 2036-05-15
1.01%
51.6%$38.95M
28Rfr USD Sofr/3.27750 09/16/24-10Y Lch
0.99%
52.5%$38.45M
29New Zealand Govt Bd Nzd 0.25% 05-15-28
0.88%
53.4%$34.23M
30Forward Foreign Currency Contract
0.84%
54.3%$32.44M
31Howden Group Holdings Ltd Tl-B 6.51% Apr 18, 2030
0.77%
55.0%$30.02M
32DebtNew Zealand Government Bond
0.77%
55.8%$29.69M
33United Kingdom Gilt /GBP/ Regd Reg S 1.25000000
0.75%
56.6%$29.03M
34New Zealand Government /Nzd/ Regd Ser 0551 2.75000000
0.70%
57.3%$27.18M
35DebtSaudi International Bond
0.65%
57.9%$25.13M
36DebtNew Zealand Parliament
0.63%
58.5%$24.27M
37Forward Foreign Currency Contract
0.56%
59.1%$21.90M
38DebtTreasury Corp Of Victoria
0.55%
59.6%$21.36M
3931750Soz3 Pimco Cdsopt Call USD 97.37500000 20
0.54%
60.2%$20.88M
40Oracle Corp 0 2026-04-16
0.50%
60.7%$19.24M
41Queenslan 5.% 03/10/36
0.42%
61.1%$16.10M
42DebtIndonesia (Republic Of)
0.41%
61.5%$16.00M
43Square 6.15 2027-05-20
0.40%
61.9%$15.52M
44Athene Global Funding Regd 144A P/P 1.73000000
0.39%
62.3%$15.28M
45DebtRomania Government Bond
0.39%
62.7%$15.26M
46DebtJapan (40 Year Issue)
0.38%
63.1%$14.92M
47DebtUnited Mexican States Sr Unsecured 02/34 5.625
0.37%
63.4%$14.30M
48Intercontinentalexchange 3.95%, Due 12/01/2028
0.36%
63.8%$14.08M
49DebtFannie Mae Pool
0.36%
64.2%$13.88M
50Level 3 Financing, Inc. 7.0% 31-Mar-2034, 7.00%, 03/31/34
0.35%
64.5%$13.69M
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HWDFX Mutual Fund All Holdings

HWDFX holdings total 2202 positions. The top 10 holdings account for 26.6% of the fund, led by New Zealand Govt Bd Nzd 0.25% 05-15-28 at 3.8%, Treasury Note (Otr) 4.5% May 31, 2029 at 3.4%, Bausch + Lomb Corp. 8.375% 10/1/2028 at 2.9%.

HWDFX portfolio concentration is well-diversified, with the top 10 representing 26.6% of total assets. The largest sector exposure is Financials at 17.3%.

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