LFMAX Mutual Fund

LFMAX Mutual Fund

NAV$8.42
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Showing the top 10 of 472 holdings · as of Mar 31, 2026
Top 10 weight
28.86%
LFMAX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1DebtUnited States Treasury Note/bond
8.02%		8.0%-$130.70M--
2DebtUnited States Treasury Note 2029-02-28Financials · Banks
7.88%		15.9%-$128.42MFinancialsBanks
Sector and industry · Pro
3—Us Bank Mmda - Usbgfs 9
4.11%		20.0%67,023,236$67.02M
4—Federal National Mortgage Association
2.02%		22.0%-$32.95M
5DebtMorgan Stanley Pvt Bank Sr Unsecured 11/31 Var
1.73%		23.8%-$28.17M
6DebtUnited States Treas Nts
1.27%		25.0%-$20.62M
7DebtJPMorgan Chase & Co
1.21%		26.2%-$19.79M
8—Mars Inc 144A 4.8% Mar 01, 2030
1.01%		27.3%-$16.45M
9DebtWells Fargo Bank Na
0.88%		28.1%-$14.36M
10—Fed Farm Credit 4.5 2026-08-14
0.73%		28.9%-$11.93M
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Themes in the top 10
Interest RatesInflation ProtectionMarket InfrastructureGlobal BankingDigital BankingPaymentsLending & CreditFood InnovationValue RetailConsumer SpendingHealth & WellnessInfrastructureSupply Chain

LFMAX Mutual Fund Top Holdings

LFMAX holdings top 10 positions. The top 10 holdings account for 28.9% of the fund, led by United States Treasury Note/bond at 8.0%, United States Treasury Note 2029-02-28 at 7.9%, Us Bank Mmda - Usbgfs 9 at 4.1%.

LFMAX portfolio concentration is well-diversified, with the top 10 representing 28.9% of total assets. The largest sector exposure is Financials at 25.3%.

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