RIFSX Mutual Fund

RIFSX Mutual Fund

NAV$14.76
See how much of RIFSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free
Showing the top 10 of 147 holdings · as of Mar 31, 2026
Top 10 weight
37.71%
RIFSX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
WELL
Welltower, Inc.Real Estate · Equity Real Estate Investment Trusts (REITs)
7.73%		7.7%380,764$75.28MReal EstateEquity Real Estate Investment Trusts (REITs)
2—Equinix Inc. Real Estate Investment TrustReal Estate · Real Estate
5.07%		12.8%50,382$49.39MReal EstateReal Estate
Share changes, sector and industry · Pro
3
PLD
Prologis Inc
5.00%		17.8%367,908$48.63M
4
DLR
Digital Realty Trust Inc.
4.10%		21.9%221,476$39.91M
5DebtDatabank Issuer, Llc, Series 2026-1A, Class A2
3.60%		25.5%35,090,184$35.08M
6
SPG
Simon Property Group Inc
2.62%		28.1%136,707$25.50M
7
EXR
Extra Space Storage Inc.
2.55%		30.7%189,046$24.79M
8
O
Realty Income Corp.
2.51%		33.2%398,736$24.39M
9
GMG
Goodman Group
2.27%		35.5%1,240,812$22.09M
10
SUI
Sun Communities Inc.
2.26%		37.7%174,888$22.03M
More holdings · Pro
FundXLS Pro
See the other 137 holdings of RIFSX
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
Cloud ComputingInternet & DigitalNetworking InfrastructureConnectors & InterconnectsCybersecuritySupply ChainInfrastructureUrbanizationPropTechInflation ProtectionData & AnalyticsConsumer SpendingConstruction TechValue Retail

RIFSX Mutual Fund Top Holdings

RIFSX holdings top 10 positions. The top 10 holdings account for 37.7% of the fund, led by Welltower, Inc. at 7.7%, Equinix Inc. Real Estate Investment Trust at 5.1%, Prologis Inc at 5.0%.

RIFSX portfolio concentration is moderate, with the top 10 representing 37.7% of total assets. The largest sector exposure is Real Estate at 62.1%.

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