INSXX Mutual Fund

INSXX Mutual Fund

See how much of INSXX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free
Showing the top 10 of 66 holdings · as of Sep 30, 2026
Top 10 weight
39.66%
INSXX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1—New York City, Ny Transitional Finance Authority, Fiscal 2015 (subseries A-4), 1.220%, 8/1/2043
5.03%		5.0%3,900,000$3.90M--
2—New York State Energy Research & Development Autho 05/01/2039
4.52%		9.6%3,500,000$3.50M--
3—New York City Municipal Water Fice Authority 0.36% 2045-06-15
4.26%		13.8%3,300,000$3.30M--
4—New York State Dormitory Authority 0.880%Real Estate · Real Estate Management
4.19%		18.0%3,250,000$3.25MReal EstateReal Estate Management
5—State Of New York Mortgage Agency 0.020
4.10%		22.1%3,180,000$3.18M--
6—New York City Water & Sewer System 06/15/2049
4.01%		26.1%3,105,000$3.10M--
7—New York Botanical Garden 0.940001%
3.77%		29.9%2,920,000$2.92M--
8—Nassau County Local Economic Assistance Corp. 2.200000% 01/01/2045
3.48%		33.4%2,700,000$2.70M--
9—New York City Ny Trust For Cul Nycfac 10/36 Adjustable Var
3.19%		36.5%2,475,000$2.48M--
10—New York City Housing Development Corp. 0.940
3.11%		39.7%2,410,000$2.41M--
More holdings · Pro
FundXLS Pro
See the other 56 holdings of INSXX
X-ray every fund you own at once, ETFs and mutual funds that hold stocks directly, and see how much of your money lands on the same stocks twice.
Unlock FundXLS Pro$45/quarter Pro · Cancel anytime
Themes in the top 10
InfrastructureSocial ImpactBiotechnologyLife Sciences ToolsUrbanization

INSXX Mutual Fund Top Holdings

INSXX holdings top 10 positions. The top 10 holdings account for 39.7% of the fund, led by New York City, Ny Transitional Finance Authority, Fiscal 2015 (subseries A-4), 1.220%, 8/1/2043 at 5.0%, New York State Energy Research & Development Autho 05/01/2039 at 4.5%, New York City Municipal Water Fice Authority 0.36% 2045-06-15 at 4.3%.

INSXX portfolio concentration is moderate, with the top 10 representing 39.7% of total assets. The largest sector exposure is Financials at 9.2%.

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