NTFIX Mutual Fund

NTFIX Mutual Fund

NAV$10.62
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Showing top 50 of 157 holdings · as of Mar 31, 2026
NTFIX holdings, by weight
#TickerNameWeightCumulativeMkt valueSectorIndustry
1North Carolina Turnpike Authority
2.40%
2.4%$2.51M--
2DebtNorth Carolina Housing Finance Agency, Home Ownership Revenue Bonds, 1998 Trust Agreement Social Series 53-A
2.33%
4.7%$2.43M--
3North Carolina Hsg Fin Agy Hom Bds 52-A 5 53509
2.27%
7.0%$2.37M--
4County of Chatham
1.93%
8.9%$2.01M--
5Sampson County, North Carolina, Limited Obligaiton Bonds, Refunding Series 2017
1.70%
10.6%$1.78M--
6Cabarrus Cnty N C Ltd Oblig Bds 2017
1.59%
12.2%$1.66M--
7New Hanover Cnty N C Rev Bds 2017
1.49%
13.7%$1.55M--
8Rocky Mount N C Spl Oblig Bds 2016
1.44%
15.1%$1.50M--
9Wayne Cnty N C Ltd Oblig Bds 2017
1.44%
16.6%$1.50M--
10Charlotte-mecklenburg Nc Hosp Auth Hlth Care Sys Revenue
1.44%
18.0%$1.50M--
11North Carolina Housing Finance Agency 4.9 07-01-2043
1.43%
19.5%$1.49M--
12North Carolina Medical Care Commission, Health Care Facilities Revenue Bonds, Vidant Health, Refunding Series 2015
1.33%
20.8%$1.39M--
13University N C Gen Bds 2019
1.32%
22.1%$1.38M--
14Charlotte (city Of), Nc (charlotte Airport), Series 2017 A, Rb
1.29%
23.4%$1.34M--
15DebtNc Grvutl
1.24%
24.6%$1.30M--
16Monroe N C Ltd Oblig Bds 2016
1.20%
25.8%$1.25M--
17Wake Cnty N C Indl Facs & Pollution Ctl Fing Auth Rev Ref Bds 2013Industrials · Commercial Services
1.16%
27.0%$1.21MIndustrialsCommercial Services
18Scotland Cnty N C Ltd Oblig Bds 2018
1.13%
28.1%$1.18M--
19DebtNc Mec
1.12%
29.2%$1.17M--
20DebtNc Win
1.11%
30.4%$1.16M--
21Martin Cnty N C Ltd Oblig Bds 2014
1.10%
31.5%$1.15M--
22DebtNc Hspgen
1.07%
32.5%$1.11M--
23DebtNc Hnvobg
1.00%
33.5%$1.05M--
24DebtNorth Carolina Medical Care CommissionFinancials · Diversified Financial Services
0.99%
34.5%$1.03MFinancialsDiversified Financial Services
25Western Carolina Univ N C Gen Bds 2018
0.99%
35.5%$1.03M--
26Appalachian St Univ N C Millennial Campus Bds 2018
0.99%
36.5%$1.04M--
27Durham N C Ltd Oblig Bds 2018
0.97%
37.5%$1.01M--
28DebtPender Cnty Nc
0.97%
38.4%$1.01M--
29Western Carolina University, North Carolina, General Revenue Bonds, Series 2018
0.97%
39.4%$1.02M--
30Fuquay-varina N C Rev Bds 2016
0.96%
40.4%$1.00M--
31DebtNc Ncsmed
0.96%
41.3%$1.00M--
32Sampson Cnty N C Ltd Oblig Ref Bds 2017
0.96%
42.3%$1.00M--
33DebtNc Fquutl
0.94%
43.2%$976.9K--
34DebtNorth Carolina Hsg Fin Agy Homeownership Revenue
0.93%
44.2%$970.5K--
35Fuquay-Varina, Nc Combined Utilities Rev.
0.92%
45.1%$964.1K--
36DebtNc Pen
0.92%
46.0%$956.6K--
37DebtNc Pergen
0.92%
46.9%$955.5K--
38DebtFuquay-Varina Combined Utils Rev 24C
0.89%
47.8%$931.3K--
39DebtNc Johutl
0.89%
48.7%$930.7K--
40Rex Healthcare Nc 20a Sf 4.0% 07-01-49Financials · Diversified Financial Services
0.88%
49.6%$920.2KFinancialsDiversified Financial Services
41North Carolina Turnpike Authority, Triangle Expressway System Revenue Bonds, Senior Lien Series 2019Financials · Diversified Financial Services
0.88%
50.5%$920.2KFinancialsDiversified Financial Services
42N Carolina Hsg Fin Ag 4.35 2043-07-01
0.83%
51.3%$863.7K--
43Charlotte N C Cops 2013
0.81%
52.1%$840.6K--
44Western Carolina Univ N C Gen Ref Bds 2015
0.79%
52.9%$825.4K--
45County of Cabarrus
0.77%
53.7%$802.8K--
46Chatham Cnty N C Bds 2018
0.73%
54.4%$758.1K--
47North Carolina Housing Finance Agency, Home Ownership Revenue Bonds, 1998 Trust Agreement Series 55A 4% 2039-07-01
0.73%
55.1%$756.5K--
48Cary N C Enterprise Sys Combined Ref Bds 2017bUtilities · Water Utilities
0.72%
55.8%$751.4KUtilitiesWater Utilities
49Charlotte N C Ref Cops 2015b
0.72%
56.6%$750.4K--
50Clayton N C
0.72%
57.3%$751.3K--
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NTFIX Mutual Fund All Holdings

NTFIX holdings total 169 positions. The top 10 holdings account for 18.0% of the fund, led by North Carolina Turnpike Authority at 2.4%, North Carolina Housing Finance Agency, Home Ownership Revenue Bonds, 1998 Trust Agreement Social Series 53-A 4.375% 07/01/2044 at 2.3%, North Carolina Hsg Fin Agy Hom Bds 52-A 5 53509 at 2.3%.

NTFIX portfolio concentration is well-diversified, with the top 10 representing 18.0% of total assets. The largest sector exposure is Financials at 2.9%.

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