OKMIX Mutual Fund

OKMIX Mutual Fund

NAV$10.35
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Fund Essentials - as of Apr 30, 2026

Net Assets
$2M
Expense Ratio
0.73%
Dividend Yield (Current)
3.22%
Holdings
59
Inception Date
Nov 1, 2017
Fund Family
Integrity Viking Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+0.47%
1 Year+6.49%
3 Year+2.67%
5 Year-0.22%
10 Year+1.08%

Asset Allocation

Bonds: 100.00%
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Top Holdings

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TickerNameWeight
-Oklahoma Housing Finance Agency 4.450% 09/01/20445.14%
-Creek County Public Facilities Authority 5.000% 08/01/20485.10%
-Oklahoma Development Finance Authority 5.000% 12/01/20434.36%
-Tulsa Airports Improvement Trust 4.000% 06/01/20353.46%
-Kiowa County Public Facilities Authority 4.500% 12/01/20333.03%
Top 10 Concentration: 34.18%Report Date: Apr 30, 2026
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Dividend Summary

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Dividend Yield (Current)
3.22%
Frequency
Monthly
Latest Distribution
$0.02
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

OKMIX Mutual Fund Overview

OKMIX Mutual Fund (Oklahoma Municipal Fund Class I) is managed by Integrity Viking Funds with $2.4M in net assets. OKMIX expense ratio is 0.73%, holding 59 positions across sectors including Industrials. Inception date: 2017-11-01.

OKMIX performance shows a YTD return of 0.47%. The 1-year return is 6.49% and the 5-year return is -0.22%. OKMIX dividend yield stands at 3.22%, paid monthly.

OKMIX top holdings include Oklahoma Housing Finance Agency 4.450% 09/01/2044 (5.1%), Creek County Public Facilities Authority 5.000% 08/01/2048 (5.1%), Oklahoma Development Finance Authority 5.000% 12/01/2043 (4.4%), Tulsa Airports Improvement Trust 4.000% 06/01/2035 (3.5%), Kiowa County Public Facilities Authority 4.500% 12/01/2033 (3.0%). Go to all OKMIX holdings, OKMIX sectors, or OKMIX dividends.

OKMIX can be compared against other funds. Use OKMIX overlap to find shared positions, or OKMIX vs another fund for a side-by-side view. OKMIX alternatives are available via the screener, along with tax-loss harvesting opportunities.