LMRIX Mutual Fund

LMRIX Mutual Fund

NAV$28.67
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Showing the top 10 of 43 holdings · as of Mar 31, 2026
Top 10 weight
55.29%
LMRIX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
JPM
JPMorgan ChaseFinancials · Banks
10.43%		10.4%33,696$9.91MFinancialsBanks
2
CB
Chubb Limited
6.29%		16.7%18,348$5.98M--
Share changes, sector and industry · Pro
3
V
Visa Inc Class A
6.04%		22.8%19,000$5.74M
4
BAC
Bank Of America Corp
5.83%		28.6%113,700$5.54M
5
BRK.B
Berkshire Hathaway Inc BRK/B Us Equity
5.29%		33.9%10,500$5.03M
6—International Exchange, Inc.
5.19%		39.1%31,365$4.93M
7
QCRH
Qcr Holdings Inc
4.80%		43.9%53,407$4.56M
8
CCB
Coastal Financial Corp/Wa
4.20%		48.1%52,400$3.99M
9
FITB
Fifth Third Bancorp
4.00%		52.1%81,800$3.80M
10—Schwab Strategic T
3.22%		55.3%32,596$3.06M
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Themes in the top 10
Global BankingAsset ManagementDigital BankingMarket InfrastructureInvestment TechnologyPaymentsConsumer SpendingInternet & DigitalCybersecurityLending & CreditDerivatives TradingData & AnalyticsRegulatory TechnologyETF Providers

LMRIX Mutual Fund Top Holdings

LMRIX holdings top 10 positions. The top 10 holdings account for 55.3% of the fund, led by Jpmorgan Chase at 10.4%, Chubb Limited at 6.3%, Visa Inc Class A at 6.0%.

LMRIX portfolio concentration is relatively high, with the top 10 representing 55.3% of total assets. The largest sector exposure is Financials at 75.1%.

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