IVPSX Mutual Fund

IVPSX Mutual Fund

NAV$15.19
See how much of IVPSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free
Showing the top 10 of 182 holdings · as of Sep 30, 2026
Top 10 weight
13.25%
IVPSX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
CTRE
Caretrust Reit Inc Reit Usd.01Real Estate · Equity Real Estate Investment Trusts (REITs)
1.94%		1.9%105,727$3.87MReal EstateEquity Real Estate Investment Trusts (REITs)
2
FBP
First Bancorp/puerto RicoFinancials · Banks
1.40%		3.3%105,903$2.79MFinancialsBanks
Sector and industry · Pro
3
BOX
Box Inc - Class A
1.33%		4.7%79,040$2.65M
4
AIT
Applied Industrial Technologies Inc
1.30%		6.0%7,808$2.59M
5
IWM
Ishares Russell 2000 Index ETF
1.25%		7.2%8,973$2.49M
6
GTES
Gates Industrial Corporation Plc Ordinary Shares
1.25%		8.5%94,811$2.48M
7
BKH
Black Hills Corp
1.24%		9.7%35,323$2.48M
8
MWA
Mueller Water Products Inc
1.21%		10.9%113,364$2.41M
9
FULT
Fulton Financial Corp
1.19%		12.1%105,256$2.37M
10
MTW
The Manitowoc Co Inc
1.14%		13.2%105,514$2.26M
More holdings · Pro
FundXLS Pro
See the other 172 holdings of IVPSX
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
PropTechTelecom InfrastructureUrbanizationInfrastructureGlobal BankingDigital BankingLending & CreditPaymentsAsset ManagementValue RetailMillennials & Gen ZManufacturingNetworking InfrastructureConnectors & InterconnectsETF Providers

IVPSX Mutual Fund Top Holdings

IVPSX holdings top 10 positions. The top 10 holdings account for 13.2% of the fund, led by Caretrust Reit Inc Reit Usd.01 at 1.9%, First Bancorp/puerto Rico at 1.4%, Box Inc - Class A at 1.3%.

IVPSX portfolio concentration is well-diversified, with the top 10 representing 13.2% of total assets. The largest sector exposure is Financials at 19.5%.

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