LCFTX Mutual Fund

LCFTX Mutual Fund

NAV$17.64
See how much of LCFTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free
Showing the top 10 of 82 holdings · as of Aug 31, 2026
Top 10 weight
26.19%
LCFTX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1—Bank Of America Corp Preferred Stock 7.25Financials · Banks
3.63%		3.6%17,654$22.71MFinancialsBanks
2
AKAM
Akamai Technologies Inc 144A5/15/2030
3.39%		7.0%23,370,000$21.26M--
Sector and industry · Pro
3—Redfin Corp
3.35%		10.4%21,600,000$21.01M
4—Meritage Homes Corp Company Guar 05/28 1.75
2.52%		12.9%16,000,000$15.78M
5—Welltower Op Llc Conv. Note
2.26%		15.1%7,605,000$14.18M
6
WDC
Western Digital Corporation 3% Nov 15, 2028
2.25%		17.4%1,185,000$14.08M
7DebtWabash National Corporation
2.25%		19.6%13,000,000$14.09M
8
GOOGM
Alphabet Ser A Pc 6.25% 5/29
2.22%		21.9%285,155$13.89M
9
GOOGN
Alphabet Inc Public Usd
2.19%		24.1%284,395$13.69M
10—The Boeing Co., Preferred 6.00%
2.13%		26.2%206,010$13.36M
More holdings · Pro
FundXLS Pro
See the other 72 holdings of LCFTX
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
Global BankingInterest RatesLending & CreditPaymentsCybersecurityPropTechInternet & DigitalData & AnalyticsMillennials & Gen ZUrbanizationConsumer SpendingInfrastructureConstruction TechAging PopulationSocial Impact

LCFTX Mutual Fund Top Holdings

LCFTX holdings top 10 positions. The top 10 holdings account for 26.2% of the fund, led by Bank Of America Corp Preferred Stock 7.25 at 3.6%, Akamai Technologies Inc 144A5/15/2030 at 3.4%, Redfin Corporation at 3.4%.

LCFTX portfolio concentration is well-diversified, with the top 10 representing 26.2% of total assets. The largest sector exposure is Information Technology at 14.9%.

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