MBWVX Mutual Fund

MBWVX Mutual Fund

NAV$10.02
See how much of MBWVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free
Showing the top 10 of 124 holdings · as of Dec 31, 2025
Top 10 weight
20.02%
MBWVX top 10 holdings, by weight
#TickerNameWeightCumulativeMkt valueSectorIndustry
1DebtWest Virginia (State Of) (Bidding Group 2), Series 2019 A, Go Bonds
2.41%		2.4%$2.07M--
2—Morgantown Utility Board, Inc.
2.39%		4.8%$2.05M--
3—West Virginia State University Rev.
2.39%		7.2%$2.05M--
4DebtWest Virginia Hospital Finance Authority
2.36%		9.6%$2.02M--
5DebtPuerto Rico Sales Tax Financing Corp SaFinancials · Diversified Financial Services
2.07%		11.6%$1.77MFinancialsDiversified Financial Services
6—West Virginia Hospital Finance Authority, Hospital Revenue Bonds, Charleston Area Medical Center, Refunding & Improvement Series 2019aHealth Care · Healthcare Services
1.79%		13.4%$1.54MHealth CareHealthcare Services
7—West Virginia State School Building Authority Lottery Revenue
1.75%		15.2%$1.50M--
8—West Virginia Water Development Authority
1.75%		16.9%$1.50M--
9DebtCity Of Wheeling Wv Waterworks & Sewerage System Revenue Wv Green Bonds-Ser A Bam
1.56%		18.5%$1.34M--
10DebtWvs
1.55%		20.0%$1.33M--
More holdings · Pro
FundXLS Pro
See the other 114 holdings of MBWVX
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
Consumer SpendingInfrastructureLending & CreditUrbanizationInterest RatesHealth & WellnessSocial ImpactHealth InsuranceAging Population

MBWVX Mutual Fund Top Holdings

MBWVX holdings top 10 positions. The top 10 holdings account for 20.0% of the fund, led by West Virginia (State Of) (Bidding Group 2), Series 2019 A, Go Bonds 5 06/01/2044 at 2.4%, Morgantown Utility Board, Inc. at 2.4%, West Virginia State University Rev. at 2.4%.

MBWVX portfolio concentration is well-diversified, with the top 10 representing 20.0% of total assets. The largest sector exposure is Financials at 13.7%.

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