SDGIX Mutual Fund

SDGIX Mutual Fund

NAV$20.16
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Showing top 50 of 433 holdings · as of Mar 31, 2026
SDGIX holdings, by weight
#TickerNameWeightCumulativeMkt valueSectorIndustry
1DebtUnited States Treasury Note/BondFinancials · Banks
4.67%
4.7%$219.27MFinancialsBanks
2DebtUs Treasury N/B 11/35 4
4.63%
9.3%$217.25M--
Sector and industry · Pro
3DebtTreasury Note (Otr) 4.63% Feb 15, 2035
4.30%
13.6%$202.08M
4DebtTreasury Note (Otr) 3.63% Sep 30, 2030
3.06%
16.7%$143.51M
5DebtUs Treasury N/B 03/30 4
2.95%
19.6%$138.69M
6DebtTreasury Note (Otr) 3.63% Oct 31, 2030
2.91%
22.5%$136.75M
7DebtKorea Treasury Bond Bonds 06/35 2.625
2.76%
25.3%$129.71M
8United Kingdom Gilt /Gbp/ Regd Reg S 4.37500000
2.63%
27.9%$123.34M
9DebtUnited States Treasury Note/Bond
2.50%
30.4%$117.51M
10DebtJapan Government Thirty Year Bond 2.2 2054-06-20
1.78%
32.2%$83.62M
11DebtUnited States Department Of The Treasury
1.72%
33.9%$80.60M
12DebtTreasury Note (Otr) 3.5% Oct 31, 2027
1.65%
35.6%$77.59M
13Italy Buoni Poliennali Del Tesoro 4.3% 2054-10-01
1.64%
37.2%$77.14M
14DebtChina Government Bond Series Inbk 1.61%, 02/15/35
1.60%
38.8%$75.22M
15Federal National Mortgage Association 04/15/2052
1.52%
40.3%$71.31M
16DebtFannie Mae Pool
1.49%
41.8%$69.92M
17Uk Conv Gilt Regs 1.5% Jul 31, 2053
1.39%
43.2%$65.29M
18DebtUnited States Treasury Note/Bond - When Issued 3.75% 31Aug2031
1.26%
44.5%$59.27M
19Cdx 2I65Brad4 05.000 Na 06/20/2030 Goldus33 Fixed
1.14%
45.6%$53.59M
20DebtTreasury (Cpi) Note 2.38% Feb 15, 2055
1.13%
46.7%$53.07M
21Colombian Tes Bonds 02/33 13.25
1.12%
47.9%$52.73M
22DebtUs Treas Nts
1.08%
48.9%$50.77M
23DebtUs Treas Nts
0.95%
49.9%$44.82M
24DebtUs Treasury N/B 4.75 2/45
0.80%
50.7%$37.74M
25DebtUnited States Treasury 4.00% 15-Feb-2034
0.78%
51.5%$36.67M
26DebtPeruvian Government International Bond
0.78%
52.2%$36.66M
27DebtU.S. Tips 0-1/
0.77%
53.0%$36.05M
28DebtSpain Government Bond
0.77%
53.8%$36.33M
29DebtTreasury Bond (Otr) 4.75% May 15, 2055
0.74%
54.5%$34.92M
30France (Govt Of) /EUR/ Regd Reg S 3.00000000
0.63%
55.2%$29.40M
31Fannie Mae Pool 2050-04-01
0.61%
55.8%$28.51M
32DebtKorea Treasury Bond /KRW/ Regd Ser 3212 4.25000000
0.60%
56.4%$28.16M
33-
0.57%
56.9%$26.59M
34DebtFr Rb5355
0.57%
57.5%$26.60M
35Freddie Mac Pool Umbs P#Rr0039 5.50000000 5.5 2040-11-01
0.57%
58.1%$26.72M
36DebtTreasury
0.56%
58.6%$26.44M
37DebtNetherlands Government Bond Bonds 144A Regs 07/34 2.5
0.56%
59.2%$26.21M
38Fannie Mae Pool 01/06/2050
0.55%
59.7%$25.93M
39DebtUs Treas Bds
0.55%
60.3%$25.94M
40Fr Sa0142 5 2036-04-01
0.52%
60.8%$24.64M
41Fn Fs9412 5.5 2054-10-01
0.52%
61.3%$24.19M
42Fn Fa1205 5.5 2035-03-01
0.51%
61.8%$23.78M
43DebtChina Government Bond
0.51%
62.4%$23.75M
44Gnma2 30Yr 4% Jan 20, 2055
0.50%
62.9%$23.33M
45Republic Of Austria 2.9 2034-02-20
0.50%
63.4%$23.35M
46Sierra Pacific Power Company 6.38% Sep 15, 2056 6.38 2056-09-15
0.49%
63.8%$22.86M
47Federal Home Loan Mortgage Corp. 5 04-01-2053
0.48%
64.3%$22.53M
48DebtSanta Clara County Financing Authority
0.47%
64.8%$21.86M
49Fr Sl3456 5.5 2055-11-01
0.45%
65.2%$21.17M
50DebtAlphabet Inc Sr Unsecured 02/56 5.65
0.43%
65.7%$20.02M
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SDGIX Mutual Fund All Holdings

SDGIX holdings total 436 positions. The top 10 holdings account for 32.2% of the fund, led by United States Treasury Note/Bond 4.25% 08/15/2035 at 4.7%, Us Treasury N/B 11/35 4 at 4.6%, Treasury Note (Otr) 4.63% Feb 15, 2035 at 4.3%.

SDGIX portfolio concentration is moderate, with the top 10 representing 32.2% of total assets. The largest sector exposure is Financials at 29.2%.

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