HWVZX Mutual Fund

HWVZX Mutual Fund

NAV$15.54
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Showing the top 10 of 374 holdings · as of Aug 31, 2026
Top 10 weight
5.10%
HWVZX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
SM
Sm Energy CoEnergy · Oil & Gas
0.60%		0.6%144,600$5.38MEnergyOil & Gas
2
NEXT
NextDecade CorpEnergy · Oil & Gas
0.54%		1.1%646,450$4.87MEnergyOil & Gas
Sector and industry · Pro
3
TALO
Talos Energy Inc Common Stock Usd
0.53%		1.7%275,100$4.75M
4
WK
Workiva Inc Class A
0.53%		2.2%59,400$4.75M
5
CRGY
Crescent Energy Co Class A
0.51%		2.7%333,559$4.57M
6
DOCS
Doximity Inc Class A
0.50%		3.2%169,300$4.52M
7
FLR
Fluor Corp
0.49%		3.7%80,100$4.37M
8
AGCO
AGCO Corp
0.47%		4.2%35,300$4.18M
9
MUR
Murphy Oil Corp
0.47%		4.6%115,000$4.19M
10
OCFC
OceanFirst Financial Corp
0.46%		5.1%219,680$4.14M
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Themes in the top 10
UrbanizationConsumer SpendingGlobal BankingValue RetailInfrastructureEnergy TransitionEnergy SecurityInflation ProtectionEnvironmental SolutionsClimate SolutionsCloud ComputingRegulatory TechnologyData & AnalyticsChanging WorkInternet & Digital

HWVZX Mutual Fund Top Holdings

HWVZX holdings top 10 positions. The top 10 holdings account for 5.1% of the fund, led by Sm Energy Co at 0.6%, NextDecade Corp at 0.5%, Talos Energy Inc Common Stock Usd at 0.5%.

HWVZX portfolio concentration is well-diversified, with the top 10 representing 5.1% of total assets. The largest sector exposure is Financials at 27.2%.

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