SFREX Mutual Fund

SFREX Mutual Fund

NAV$10.47
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Showing the top 10 of 309 holdings · as of Feb 28, 2026
Top 10 weight
20.87%
SFREX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
PLD
Prologis IncReal Estate · Equity Real Estate Investment Trusts (REITs)
2.76%		2.8%15,273$2.18MReal EstateEquity Real Estate Investment Trusts (REITs)
2—Mitsubishi Estate Co. Ltd.
2.50%		5.3%58,400$1.97M--
Share changes, sector and industry · Pro
3
AMT
American Tower Corp
2.37%		7.6%9,764$1.87M
4—Mitsui Fudosan Co. Ltd. Com Stk
2.22%		9.8%130,100$1.75M
5
CBRE
CBRE group
2.07%		11.9%11,066$1.63M
6
WELL
Welltower, Inc.
1.88%		13.8%7,179$1.49M
7—Crown Castle International Corp.
1.79%		15.6%15,729$1.41M
8—China Overseas Land & Investment Ltd
1.78%		17.4%766,500$1.40M
9—Sun Hung Kai Properties Ltd. Shs
1.78%		19.2%75,342$1.40M
10
SPG
Simon Property Group Inc
1.72%		20.9%6,659$1.36M
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Themes in the top 10
Supply ChainInfrastructureUrbanizationPropTechInflation Protection5G InfrastructureTelecom InfrastructureNetworking InfrastructureConsumer Spending

SFREX Mutual Fund Top Holdings

SFREX holdings top 10 positions. The top 10 holdings account for 20.9% of the fund, led by Prologis Inc at 2.8%, Mitsubishi Estate Co. Ltd. at 2.5%, American Tower Corporation at 2.4%.

SFREX portfolio concentration is well-diversified, with the top 10 representing 20.9% of total assets. The largest sector exposure is Real Estate at 58.3%.

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