IYBFX Mutual Fund

IYBFX Mutual Fund

NAV$27.22
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Showing the top 10 of 515 holdings · as of Mar 31, 2026
Top 10 weight
30.60%
IYBFX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
VOO
Vanguard Index Funds S&p 500 Etf ShsFinancials · Banks
5.32%
5.3%163,578$97.75MFinancialsBanks
2
NVDA
Nvidia Corp.Info Tech · Semiconductors
4.43%
9.8%466,464$81.35MInfo TechSemiconductors
Share changes, sector and industry · Pro
3
AGG
Ishares Core U.s. Aggregate
3.29%
13.0%608,443$60.40M
4
GOVT
Ishares Tr US Treas Bd ETF
2.97%
16.0%2,382,871$54.59M
5
AAPL
Apple, Inc
2.90%
18.9%209,902$53.27M
6DebtUs Treasury N/B
2.83%
21.7%-$52.05M
7Taiwan Semiconductor - Adr
2.58%
24.3%139,922$47.29M
8Alphabet Inc
2.19%
26.5%139,989$40.26M
9
HWM
Howmet Aerospace Inc.
2.06%
28.6%164,048$37.81M
10
MSFT
Microsoft Corp
2.03%
30.6%100,473$37.19M
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Themes in the top 10
ETF ProvidersAsset ManagementConsumer SpendingInterest RatesArtificial IntelligenceSemiconductorsCloud ComputingInternet & DigitalNetworking InfrastructureCybersecurityData & AnalyticsRobotics & AutomationEmerging TechDigital AdvertisingAviation Technology

IYBFX Mutual Fund Top Holdings

IYBFX holdings top 10 positions. The top 10 holdings account for 30.6% of the fund, led by Vanguard Index Funds S&p 500 Etf Shs at 5.3%, Nvidia Corp. at 4.4%, Ishares Core U.s. Aggregate at 3.3%.

IYBFX portfolio concentration is moderate, with the top 10 representing 30.6% of total assets. The largest sector exposure is Financials at 33.6%.

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