PURGX Mutual Fund

PURGX Mutual Fund

NAV$22.45
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Showing the top 10 of 85 holdings · as of Jul 31, 2026
Top 10 weight
37.70%
PURGX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
WELL
Welltower, Inc.Real Estate · Equity Real Estate Investment Trusts (REITs)
8.05%		8.1%384,841$90.22MReal EstateEquity Real Estate Investment Trusts (REITs)
2
PLD
Prologis IncReal Estate · Equity Real Estate Investment Trusts (REITs)
6.28%		14.3%486,447$70.35MReal EstateEquity Real Estate Investment Trusts (REITs)
Sector and industry · Pro
3—Equinix Inc. Real Estate Investment Trust
4.03%		18.4%44,343$45.20M
4
SPG
Simon Property Group Inc
3.86%		22.2%188,792$43.30M
5
DLR
Digital Realty Trust Inc.
3.40%		25.6%201,891$38.06M
6
AHR
American Healthcare REIT Inc
2.68%		28.3%539,599$30.00M
7
GMG
Goodman Group
2.66%		31.0%1,430,907$29.79M
8DebtIron Mtn Inc New Com Npv
2.55%		33.5%233,753$28.59M
9
FR
First Industrial Realty Trust, Inc
2.13%		35.6%362,229$23.85M
10—National Retail Properties Inc
2.06%		37.7%486,153$23.10M
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Themes in the top 10
Supply ChainInfrastructureUrbanizationPropTechInflation ProtectionCloud ComputingInternet & DigitalNetworking InfrastructureConnectors & InterconnectsCybersecurityConsumer SpendingData & AnalyticsSocial ImpactGovernance & EthicsDigital Health

PURGX Mutual Fund Top Holdings

PURGX holdings top 10 positions. The top 10 holdings account for 37.7% of the fund, led by Welltower, Inc. at 8.1%, Prologis Inc at 6.3%, Equinix Inc. Real Estate Investment Trust at 4.0%.

PURGX portfolio concentration is moderate, with the top 10 representing 37.7% of total assets. The largest sector exposure is Real Estate at 66.6%.

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