KNTAX Mutual Fund

KNTAX Mutual Fund

NAV$9.36
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Showing top 50 of 135 holdings · as of Jun 30, 2026
KNTAX holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1DebtLiberty Dev Corp Ny RevenueReal Estate · Real Estate Management
3.60%
3.6%5,000,000$5.76MReal EstateReal Estate Management
2Triborough Bridge & Tunnel Authority 5.5 2053-11-15
2.04%
5.6%3,000,000$3.27M--
Sector and industry · Pro
3New York St Transprtn Dev Corp Nyttrn 06/54 Fixed 6
1.97%
7.6%3,000,000$3.15M
4Metropolitan Transportation Authority, Inc.
1.79%
9.4%2,665,000$2.86M
5Dormitory Authority of The State of New York, Revenue Bonds, Columbia University, Series 2017a
1.72%
11.1%2,400,000$2.76M
6New York Liberty Development Corp., Series 2019, Ref. Rb
1.63%
12.8%2,750,000$2.60M
7DebtNew York St Liberty Dev Corp L
1.62%
14.4%2,655,000$2.59M
8New York City Transitional Finance Authority Future Tax Secured Revenue 3 2045-05-01
1.56%
15.9%3,000,000$2.50M
9Albany Ny Capital Resource Corp 4%, Due 11/01/2046
1.49%
17.4%2,500,000$2.39M
10DebtNew York City Transitional Finance Authority
1.37%
18.8%2,000,000$2.18M
11New York State Thruway Authority 5.25 2054-01-01
1.34%
20.1%2,000,000$2.14M
12Triborough Brdg & Tunl Auth N Y Revs Gen Bds 2024
1.33%
21.5%2,000,000$2.13M
13Triborough Brdg + Tunl 5.25 01Dec54
1.33%
22.8%2,000,000$2.13M
14DebtFx.Rt. Muni Bond 02/01/2053
1.32%
24.1%2,000,000$2.11M
15Port Authority Of New York & New Jersey 5 2055-01-15
1.32%
25.4%2,000,000$2.11M
16New York City-A 01/08/2051
1.29%
26.7%2,000,000$2.07M
17DebtTriborough Bridge & Tunnel Authority Sales Tax
1.25%
28.0%1,885,000$1.99M
18Port Auth Of New York & New Jersey Ny 5 2044-12-01
1.12%
29.1%1,695,000$1.80M
19DebtBuffalo & Erie County Industrial Land Development Corp
1.09%
30.2%1,980,000$1.74M
20Tender Opt Bd Tr Rcpts / Ctfs Var Sts 11.598%
1.07%
31.3%1,250,000$1.71M
21New York Liberty Dev Corp Lib
1.06%
32.3%2,000,000$1.70M
22New York State Dormitory Authority Series 2022 5.00%, 07/01/47
1.05%
33.4%2,000,000$1.67M
23DebtNew York Transportation Development Corp
1.03%
34.4%1,700,000$1.64M
24DebtAlbany Capital Resource Corp
1.01%
35.4%1,500,000$1.61M
25New York St Dorm Auth St Pers 5.25% Mar 15, 2052
1.00%
36.4%1,500,000$1.59M
26DebtCity Of New York Ny
0.99%
37.4%1,500,000$1.58M
27New York Transportation Development Corporation, New York, Special Facility Revenue Bonds, Terminal 4 John F Kennedy International Airport Project, Se
0.99%
38.4%1,525,000$1.59M
28DebtNew York Dorm
0.98%
39.4%1,500,000$1.57M
29New York St Dorm Auth Revenues Non St Supported Debt 05/01/2054
0.97%
40.3%1,500,000$1.56M
30DebtNew York Transportation Development Corp
0.97%
41.3%1,500,000$1.55M
31Genesee County Funding Corp. (The) 12/01/2052
0.96%
42.3%1,500,000$1.53M
32New York State Urban Development Corporation, State Personal Income Tax Revenue Bonds, General Purpose, Series 2020E
0.96%
43.2%2,000,000$1.53M
33Buffalo & Fort Erie Public Bridge Authority
0.94%
44.2%1,490,000$1.50M
34Puerto Rico Sales Tax Fing Corp Sales Tax Revenue
0.93%
45.1%4,000,000$1.50M
35DebtFx.rt. Muni Bond
0.92%
46.0%2,000,000$1.48M
36Dormitory Authority Of The State Of New York, State Personal Income Tax Revenue Bonds, General Purpo 03/15/2049
0.87%
46.9%1,500,000$1.40M
37DebtMonroe County Industrial Development Corp., Series 2019
0.86%
47.7%1,500,000$1.38M
38Dormitory Authority Of The State Of New York, Revenue Bonds, White Plains Hospital, Series 2024 5.5
0.84%
48.6%1,250,000$1.34M
39Tender Opt Bd Tr Rcpts / Ctfs Var Sts 11.117%
0.84%
49.4%1,000,000$1.35M
40New York N Y City Mun Wtr Fin 5% Jun 15, 2051
0.79%
50.2%1,200,000$1.26M
41New York (State Of) Dormitory Authority (New School)
0.79%
51.0%1,500,000$1.27M
42DebtNew York St Hsg
0.78%
51.8%1,495,677$1.24M
43Brookhaven Local Development Corp. (Jefferson'S Ferry), Series 2016, Ref. Rb
0.75%
52.5%1,200,000$1.21M
44New York State Dormitory Authority, Series A 5.25 2050-10-01
0.72%
53.3%1,100,000$1.15M
45Broome County Local Development Corp.
0.70%
54.0%1,250,000$1.11M
46New York City Transitional Finance Authority Future Tax Secured Revenue 0.330000%
0.69%
54.6%1,100,000$1.10M
47DebtFx.Rt. Muni Bond 10/01/2043
0.68%
55.3%1,000,000$1.08M
48DebtCity Of New York Ny
0.68%
56.0%1,000,000$1.09M
49Westchester Cnty Hlth Obl 5.75 11-01-2048
0.68%
56.7%1,000,000$1.09M
50Battery Park City Authority N Y 5.25% Nov 01, 2055
0.68%
57.4%1,000,000$1.08M
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KNTAX Mutual Fund All Holdings

KNTAX holdings total 143 positions. The top 10 holdings account for 18.8% of the fund, led by Liberty Dev Corp Ny Revenue 5.25 10/01/2035 at 3.6%, Triborough Bridge & Tunnel Authority 5.5 2053-11-15 at 2.0%, New York St Transprtn Dev Corp Nyttrn 06/54 Fixed 6 at 2.0%.

KNTAX portfolio concentration is well-diversified, with the top 10 representing 18.8% of total assets. The largest sector exposure is Financials at 30.2%.

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