IPHYX Mutual Fund

IPHYX Mutual Fund

NAV$8.47
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Showing the top 10 of 129 holdings · as of Sep 30, 2026
Top 10 weight
14.97%
IPHYX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1—Iron Mountain Inc.Industrials · Commercial Services
1.98%		2.0%6,070,000$5.87MIndustrialsCommercial Services
2
TFDXX
BlackRock Liquidity Funds FedFund Institutional SharesFinancials · Capital Markets
1.73%		3.7%5,139,381$5.14MFinancialsCapital Markets
Sector and industry · Pro
3
BBDB
Bombardier  Inc .
1.52%		5.2%4,530,000$4.50M
4
NRG
-
1.47%		6.7%4,605,000$4.37M
5—NA
1.47%		8.2%4,625,000$4.37M
6—Crc Insurance Group Llc
1.47%		9.6%4,575,000$4.36M
7—Oak-eagle Acquireco Inc
1.47%		11.1%4,265,000$4.35M
8—FTAI Aviation Investors LLC
1.37%		12.5%3,990,000$4.07M
9—NA
1.25%		13.7%3,815,000$3.72M
10—NA
1.24%		15.0%3,850,000$3.68M
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Themes in the top 10
Cloud ComputingData & AnalyticsCybersecurityInternet & DigitalNetworking InfrastructureAsset ManagementInterest RatesETF ProvidersInflation ProtectionAviation TechnologyElectric TransportationManufacturingEnergy SecurityEnergy TransitionClimate Solutions

IPHYX Mutual Fund Top Holdings

IPHYX holdings top 10 positions. The top 10 holdings account for 15.0% of the fund, led by Iron Mountain Inc. at 2.0%, BlackRock Liquidity Funds FedFund Institutional Shares at 1.7%, Bombardier  Inc . at 1.5%.

IPHYX portfolio concentration is well-diversified, with the top 10 representing 15.0% of total assets. The largest sector exposure is Industrials at 6.7%.

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