JADBX Mutual Fund

JADBX Mutual Fund

NAV$23.81
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Showing the top 10 of 35 holdings · as of Mar 31, 2026
Top 10 weight
64.46%
JADBX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
WELL
Welltower, Inc.Real Estate · Equity Real Estate Investment Trusts (REITs)
13.69%		13.7%212,755$42.06MReal EstateEquity Real Estate Investment Trusts (REITs)
2
PLD
Prologis IncReal Estate · Equity Real Estate Investment Trusts (REITs)
12.03%		25.7%279,703$36.97MReal EstateEquity Real Estate Investment Trusts (REITs)
Share changes, sector and industry · Pro
3—Equinix Inc. Real Estate Investment Trust
10.38%		36.1%32,546$31.90M
4
SPG
Simon Property Group Inc
6.66%		42.8%109,639$20.45M
5
PSA
Public Storage
4.65%		47.4%52,692$14.27M
6—W.P Carey Inc.
4.62%		52.0%208,701$14.18M
7
SUI
Sun Communities Inc.
3.40%		55.4%83,006$10.46M
8
DLR
Digital Realty Trust Inc.
3.17%		58.6%54,011$9.73M
9
ESS
Essex Property
2.93%		61.5%37,243$9.01M
10
REG
Regency Centers Corp.
2.93%		64.5%118,905$9.00M
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Themes in the top 10
Supply ChainInfrastructureUrbanizationPropTechInflation ProtectionCloud ComputingInternet & DigitalNetworking InfrastructureConnectors & InterconnectsCybersecurityConsumer SpendingChanging WorkConstruction TechData & AnalyticsMillennials & Gen Z

JADBX Mutual Fund Top Holdings

JADBX holdings top 10 positions. The top 10 holdings account for 64.5% of the fund, led by Welltower, Inc. at 13.7%, Prologis Inc at 12.0%, Equinix Inc. Real Estate Investment Trust at 10.4%.

JADBX portfolio concentration is relatively high, with the top 10 representing 64.5% of total assets. The largest sector exposure is Real Estate at 94.0%.

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