PEDIX Mutual Fund

PEDIX Mutual Fund

NAV$11.72
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Showing top 50 of 538 holdings · as of Mar 31, 2026
PEDIX holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1DebtTreasury Strip (Prin) 0% May 15, 2051Financials · Capital Markets
12.27%
12.3%-$60.32MFinancialsCapital Markets
2DebtWi Treasury Sec 08/55 4.75Financials · Banks
12.14%
24.4%-$59.65MFinancialsBanks
Sector and industry · Pro
3DebtTreasury Strip (prin) 0% Aug 15, 2050
12.09%
36.5%-$59.40M
4DebtUnited States Treasury Strip Principal 11/15/2048
11.22%
47.7%-$55.16M
5DebtU. S. Treasury Strips 0.000%, Due 08/15/2034 0 2034-08-15
10.89%
58.6%-$53.52M
6DebtUS Treasury Bonds 1.62% 15-11-2050
10.30%
68.9%-$50.63M
7Strip Princ 08/48 0.00000
10.14%
79.0%-$49.81M
8DebtU.S. Treasury Strips Coupon 0 49994 2036-11-15
9.73%
88.8%-$47.82M
9DebtUnited States Treasury Strip Principal 11/15/2049
9.61%
98.4%-$47.23M
10DebtUs Treasury N/B 4.63 2055-02-15
8.62%
107.0%-$42.36M
11DebtUnited States Treasury Strip Principal 02/15/2049
7.75%
114.8%-$38.09M
12Fannie Mae Or Freddie Mac 06/15/2053
6.88%
121.6%-$33.79M
13United States Zero 05/36
6.76%
128.4%-$33.24M
14DebtU.S. Treasury Bond, 0%, Due 05/15/2037
6.69%
135.1%-$32.88M
15DebtTreasury Bond (Otr) 4.75% May 15, 2055
6.18%
141.3%-$30.39M
16DebtUnited States Treasury Strip Principal 05/15/2048
5.14%
146.4%-$25.26M
17Fannie Mae Or Freddie Mac
5.03%
151.4%-$24.73M
18DebtU.S. Treasury Strips
4.86%
156.3%-$23.91M
19DebtU.s. Treasury Strips Bonds
4.58%
160.9%-$22.52M
20DebtUnited States Treasury Strip Principal 08/15/2049
4.53%
165.4%-$22.27M
21Fannie Mae Or Freddie Mac
3.32%
168.7%-$16.33M
22DebtWi Treasury Sec 11/55
3.25%
172.0%-$15.96M
23DebtUnited States Treasury Note/Bond
2.97%
175.0%-$14.58M
24DebtUnited States Department Of The Treasury
2.88%
177.8%-$14.17M
25DebtTreasury Strip 0% Nov 15, 2054
2.87%
180.7%-$14.10M
26DebtUnited States Treasury Strip Principal
2.70%
183.4%-$13.29M
27DebtTreasury Bond
2.36%
185.8%-$11.57M
28DebtTreasury Bond (Otr) 4.25% Aug 15, 2054
2.32%
188.1%-$11.38M
29Gnma
2.10%
190.2%-$10.31M
30Strip Princ 08/43 0.00000
1.91%
192.1%-$9.40M
31DebtUnited States Treasury Inflation Indexed Bonds
1.84%
193.9%-$9.06M
32DebtUnited States Treasury InflationIndexed Bonds
1.82%
195.8%-$8.92M
33Republic Of Senegal EUR 144A Life 4.75% 03-13-28
1.79%
197.5%-3,367$8.81M
34DebtTreasury Bond
1.75%
199.3%-$8.60M
35Strip Princ 05/43 0.00000
1.45%
200.7%-$7.14M
36Strip Princ 08/41 0.00000
1.44%
202.2%-$7.09M
37Republic Of South Africa 8.875000% 02/28/2035
1.33%
203.5%-$6.54M
38Pimco Prv Short Term Flt Iii Mutual Fund
1.29%
204.8%-$6.34M
39DebtUnited States Treasury Note/bond
1.22%
206.0%-$6.00M
40United 0.625% 07/32
1.12%
207.1%-$5.49M
41Strips 08/37 0.00000
1.10%
208.2%-$5.42M
42DebtSingle Family Mortgage
1.02%
209.3%-$5.03M
43Beignet Invest 6.581 5/49 6.58 2049-05-30
1.00%
210.3%-$4.90M
44DebtUnited States Treasury Strip Coupon
0.93%
211.2%-$4.57M
45DebtUs Long Bond(Cbt) Jun26 Xcbt 20260618
0.93%
212.1%-1,181$4.59M
46DebtUnited States Treasury Strip Principal 5.926% 2043-01-01
0.90%
213.0%-$4.43M
47DebtU.s. Treasury Strips Bonds
0.90%
213.9%-$4.40M
48Freddie Mac Military Housing B Fmmhr 2015 R1 A3 144A
0.82%
214.7%-$4.04M
49Umbs 30Yr Tba(Reg A) 4% May 13, 2021
0.79%
215.5%-$3.87M
50DebtPeruvian Government International Bond
0.76%
216.3%-$3.73M
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Not reported for this fund: share changes.
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PEDIX Mutual Fund All Holdings

PEDIX holdings total 538 positions. The top 10 holdings account for 107.0% of the fund, led by Treasury Strip (Prin) 0% May 15, 2051 at 12.3%, Wi Treasury Sec 08/55 4.75 at 12.1%, Treasury Strip (prin) 0% Aug 15, 2050 at 12.1%.

PEDIX portfolio concentration is relatively high, with the top 10 representing 107.0% of total assets. The largest sector exposure is Financials at 138.4%.

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