SMBMX Mutual Fund

SMBMX Mutual Fund

NAV$10.14
See how much of SMBMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free
Showing top 50 of 119 holdings · as of Mar 31, 2026
SMBMX holdings, by weight
#TickerNameWeightCumulative
1DebtRepublic Of Poland Government Bond
1.83%
1.8%
2DebtNew Hampshire Health and Education Facilities Authority Act
1.60%
3.4%
3DebtMinnesota Health & Education Facilities Authority
1.60%
5.0%
4DebtKentucky Public Energy Authority
1.43%
6.5%
5DebtNew Hampshire Business Finance Authority
1.42%
7.9%
6DebtPoint Phase 1 Public Infrastructure District No 1
1.42%
9.3%
7DebtMassachusetts Development Finance Agency
1.40%
10.7%
8DebtIon Platform Finance Us, Inc
1.40%
12.1%
9L5378344.Srdup 13.35 2030-05-22
1.40%
13.5%
10DebtIdaho Health Facilities Authority
1.38%
14.9%
11DebtBuild Nyc Resource Corp
1.37%
16.3%
12DebtChina Government Bond 2033-08-25
1.37%
17.6%
13DebtSouthern California Gas Co
1.37%
19.0%
14DebtIndustrial Development Authority Of The City Of Phoenix Arizona/The
1.30%
20.3%
15DebtOhio Higher Educational Facility Commission
1.29%
21.6%
16DebtTobacco Settlement Financing Corp/Ri
1.28%
22.9%
173Mo Tona Ose Sep26
1.28%
24.1%
18DebtBerks County Industrial Development Authority
1.25%
25.4%
19DebtState Of Ohio
1.25%
26.6%
20DebtAlachua County Housing Finance Authority
1.23%
27.9%
21DebtFlorida Local Government Finance Commission
1.21%
29.1%
22DebtCalifornia Public Finance Authority
1.20%
30.3%
23DebtCapital Trust Agency Inc
1.20%
31.5%
24DebtMassachusetts Development Finance Agency
1.18%
32.7%
25DebtCook County School District No 102 La Grange
1.17%
33.8%
26DebtWorld Omni Auto Receivables Trust 2025-C
1.15%
35.0%
27DebtMission Economic Development Corp
1.15%
36.1%
28DebtIllinois State Toll Highway Authority
1.14%
37.3%
29DebtPennsylvania Economic Development Financing Authority
1.14%
38.4%
30DebtCounty Of Franklin Oh
1.14%
39.6%
31DebtPort Of Morrow Or
1.14%
40.7%
32DebtCounty Of Cuyahoga Oh
1.14%
41.8%
33DebtCommonwealth Financing Authority
1.14%
43.0%
34DebtIndustrial Development Authority Of The County Of Pima/The
1.13%
44.1%
35DebtArizona Industrial Development Authority
1.10%
45.2%
36DebtWisconsin Health & Educational Facilities Authority
1.05%
46.3%
37Nyu Langone Hospitals Sr Secured 07/43 5.75
1.04%
47.3%
38DebtNew York Transportation Development Corp
1.03%
48.3%
39DebtCalifornia Municipal Finance Authority
1.02%
49.3%
40DebtCounty Of Hamilton Oh
1.01%
50.4%
41DebtTexas Transportation Finance Corp
0.99%
51.3%
42DebtUnion Pacific Corporation
0.97%
52.3%
43DebtBall Corp
0.97%
53.3%
44DebtChicago Midway International Airport
0.97%
54.3%
45DebtNew York Transportation Development Corp
0.96%
55.2%
46DebtCity Of Houston Tx Airport System Revenue
0.96%
56.2%
47DebtBlack Belt Energy Gas District
0.96%
57.1%
48DebtChicago O'Hare International Airport
0.96%
58.1%
49Nestle Holdings Inc 2.192 2029-01-26
0.96%
59.1%
50DebtFinance Authority Of Maine
0.95%
60.0%
More holdings · Pro
Not reported for this fund: shares, market value, share changes, sector, industry.
FundXLS Pro
See the other 69 holdings of SMBMX
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

SMBMX Mutual Fund All Holdings

SMBMX holdings total 115 positions. The top 10 holdings account for 14.9% of the fund, led by Republic Of Poland Government Bond 4.75% 07/25/2029 at 1.8%, New Hampshire Health And Education Facilities Authority Act 5 07/01/2036 at 1.6%, Minnesota Health & Education Facilities Authority 5 05/01/2032 at 1.6%.

SMBMX portfolio concentration is well-diversified, with the top 10 representing 14.9% of total assets.

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