IARFX Mutual Fund

IARFX Mutual Fund

NAV$18.19
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Showing the top 10 of 38 holdings · as of Sep 30, 2026
Top 10 weight
61.00%
IARFX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
WELL
Welltower Inc.Real Estate · Equity Real Estate Investment Trusts (REITs)
11.58%		11.6%313,915$72.28MReal EstateEquity Real Estate Investment Trusts (REITs)
2
PLD
Prologis IncReal Estate · Equity Real Estate Investment Trusts (REITs)
8.93%		20.5%429,202$55.73MReal EstateEquity Real Estate Investment Trusts (REITs)
Share changes, sector and industry · Pro
3
EQIX
Equinix, Inc.
8.41%		28.9%51,909$52.51M
4
AMT
American Tower Corp
7.95%		36.9%303,098$49.61M
5
DLR
Digital Realty Trust Inc.
6.00%		42.9%213,474$37.47M
6—Vivmark Residential
4.84%		47.7%497,355$30.22M
7
PSA
Public Storage
4.52%		52.2%99,741$28.21M
8
ELS
Equity Lifestyle Properties, Inc.
3.17%		55.4%339,196$19.79M
9
EGP
Eastgroup Properties Inc. Real Estate Investment Trust
2.84%		58.2%89,772$17.73M
10
BRX
Brixmor Property Group Inc
2.76%		61.0%624,385$17.23M
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Themes in the top 10
Supply ChainInfrastructureUrbanizationPropTechInflation ProtectionCloud ComputingInternet & DigitalNetworking InfrastructureConnectors & InterconnectsCybersecurity5G InfrastructureTelecom InfrastructureData & AnalyticsMillennials & Gen ZConsumer Spending

IARFX Mutual Fund Top Holdings

IARFX holdings top 10 positions. The top 10 holdings account for 61.0% of the fund, led by Welltower Inc. at 11.6%, Prologis Inc at 8.9%, Equinix, Inc. at 8.4%.

IARFX portfolio concentration is relatively high, with the top 10 representing 61.0% of total assets. The largest sector exposure is Real Estate at 93.8%.

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