SEFIX Mutual Fund

SEFIX Mutual Fund

NAV$8.91
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Showing top 50 of 825 holdings · as of Dec 31, 2025
SEFIX holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1DebtWelltower Op Llc
8.25%
8.3%97$31.53M--
2EURO-Schatz Fut Mar26 Financial Commodity Future.
3.35%
11.6%102$12.79M--
3Germany (Federal Republic Of) Regs 2.5% Oct 11, 2029
2.50%
14.1%-$9.54M--
4DebtUnited States Treasury Note/BondFinancials · Capital Markets
2.34%
16.4%-$8.95MFinancialsCapital Markets
5EURO-Bobl Future Mar26 Financial Commodity Future.
2.11%
18.5%59$8.05M--
6DebtJpn 10Y Bond(Ose) Mar26 Financial Commodity Future
1.99%
20.5%9$7.61M--
7DebtItaly Buoni Poliennali Del Tesoro
1.71%
22.2%-$6.53M--
8DebtChina Government Bond 2.390000% 03/15/2029 2.39 2029-03-15
1.53%
23.8%-$5.86M--
9DebtChoice Hotels International Inc
1.51%
25.3%47$5.78M--
10DebtChina Government Bond 2028-10-15
1.34%
26.6%-$5.13M--
11DebtHershey Co/The
1.34%
28.0%70$5.12M--
12Us 10Yr Note (Cbt)Mar26 Financial Commodity Future.
1.21%
29.2%41$4.61M--
13DebtCan 10Yr Bond Fut Mar26 Financial Commodity Future
1.13%
30.3%49$4.32M--
14Government of Japan
1.12%
31.4%-$4.28M--
15Bundesobligation 10/09/2026
1.11%
32.5%-$4.25M--
16DebtSweden Inflation Linked Bond
1.11%
33.6%-$4.22M--
17New York City Transitional Finance Authority Future Tax Secured Revenue,5,2034-11-01
1.08%
34.7%-$4.12M--
18Fannie Mae Or Freddie Mac
1.06%
35.8%-$4.06M--
19DebtChina Government Bond
1.03%
36.8%-$3.95M--
20DebtChina Government Bond
1.03%
37.9%-$3.95M--
21Deutschland Rep EUR Reg S (B) 0.0% 08-15-30
0.99%
38.8%-$3.79M--
22Japan(20 Year Issue) 1.700000% 06/20/2033
0.96%
39.8%-$3.68M--
23DebtJapan (10 Year Issue)
0.95%
40.8%-$3.62M--
24Tarana Wireless, Inc., Series 7, Noncumulative Convertible Preferred Shares
0.92%
41.7%-$3.51M--
25DebtNetherlands Government Bond 144a 2.500000% 01/15/2033
0.91%
42.6%-$3.48M--
26Japan (2 Year Issue) Bonds 03/27 0.8
0.86%
43.4%-$3.30M--
27DebtChina Government Bond
0.81%
44.3%-$3.09M--
28DebtJapan Government Ten Year Bond
0.78%
45.0%-$2.99M--
29DebtBuoni Poliennali Del Tes Sr Unsecured 144A Regs 10/40 3
0.76%
45.8%-$2.89M--
30Korea 10Yr Bnd Fu Mar26 Financial Commodity Future.
0.76%
46.6%37$2.91M--
31France (Republic Of) 3.6% May 25, 2042
0.74%
47.3%-$2.84M--
32Germany (Federal Republic Of) Regs Feb 15, 2034 2.2
0.71%
48.0%-$2.73M--
33DebtJapan Government Twenty Year Bond
0.70%
48.7%-$2.69M--
34DebtCanadian Government Bond 2.25 2029-06-01Financials · Capital Markets
0.68%
49.4%-$2.58MFinancialsCapital Markets
35DebtSwiss
0.68%
50.1%-$2.60M--
36Long Gilt Future Mar26 Financial Commodity Future.
0.68%
50.7%21$2.58M--
37European Union Bill Zero Coupon 09/04/2026 0 46269 2026-09-04
0.67%
51.4%-$2.56M--
38DebtChina Government Bond
0.66%
52.1%-$2.53M--
39DebtFhlmc 30Yr Umbs
0.66%
52.7%-$2.52M--
40DebtBonos Y Oblig Del Estado Sr Unsecured 01/30 2.7
0.66%
53.4%-$2.51M--
41DebtAsian Development Bank Mtn 2.350000% 06/21/2027
0.65%
54.0%-$2.47M--
42DebtChina Government Bond
0.64%
54.7%-$2.44M--
43DebtCalifornia State University
0.63%
55.3%-$2.39M--
44Japan (20 Year Issue)
0.62%
55.9%-$2.37M--
45European Union
0.61%
56.5%-$2.34M--
46United Kingdom I/L Gilt Bonds Regs 09/35 1.125
0.60%
57.1%-$2.28M--
47DebtPennsylvania Housing Finance Agency
0.57%
57.7%-$2.16M--
48Tpic Rollup Sr Term Notes Pp 45.69368341 46366 2026-12-10
0.57%
58.3%-$2.18M--
49DebtTreasury (Cpi) Note 1.63% Apr 15, 2030Financials · Capital Markets
0.56%
58.8%-$2.13MFinancialsCapital Markets
50DebtChina Government Bond
0.56%
59.4%-$2.12M--
More holdings · Pro
Not reported for this fund: share changes.
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SEFIX Mutual Fund All Holdings

SEFIX holdings total 634 positions. The top 10 holdings account for 26.6% of the fund, led by Welltower Op Llc 4.25 04/15/2028 at 8.3%, EURO-Schatz Fut Mar26 Financial Commodity Future. at 3.4%, Germany (Federal Republic Of) Regs 2.5% Oct 11, 2029 at 2.5%.

SEFIX portfolio concentration is well-diversified, with the top 10 representing 26.6% of total assets. The largest sector exposure is Financials at 9.4%.

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