SPMAX Mutual Fund

SPMAX Mutual Fund

NAV$10.41
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Showing the top 10 of 64 holdings · as of Jul 31, 2026
Top 10 weight
31.45%
SPMAX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
EVRG
Evergy Inc.Utilities · Electric Utilities
3.55%		3.5%4,640$385.2KUtilitiesElectric Utilities
2
LNT
Alliant Energy Corp.Utilities · Electric Utilities
3.42%		7.0%5,240$370.9KUtilitiesElectric Utilities
Sector and industry · Pro
3
CMS
Cms Energy Corp.
3.40%		10.4%5,125$368.9K
4
WEC
Wec Energy Group Inc.
3.38%		13.8%3,355$367.1K
5
DSVXX
Dreyfus Institutional Preferred Government Money Market
3.36%		17.1%364,867$364.9K
6
BKR
Baker Hughes Co
3.12%		20.2%5,590$338.1K
7—Autozone Inc Snr S* Ice
2.92%		23.1%105$316.7K
8
RCL
Royal Caribbean Cruises
2.89%		26.0%985$313.5K
9
CCL
Carnival Corp
2.76%		28.8%10,775$299.7K
10
BURL
Burlington Stores Inc
2.65%		31.4%780$287.4K
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Themes in the top 10
Energy SecurityEnergy TransitionInfrastructureClimate SolutionsInflation ProtectionManufacturingClean EnergyAsset ManagementInvestment TechnologyInterest RatesValue RetailConsumer SpendingSupply ChainUrbanizationMobility as a Service

SPMAX Mutual Fund Top Holdings

SPMAX holdings top 10 positions. The top 10 holdings account for 31.4% of the fund, led by Evergy Inc. at 3.5%, Alliant Energy Corp. at 3.4%, Cms Energy Corp. at 3.4%.

SPMAX portfolio concentration is moderate, with the top 10 representing 31.4% of total assets. The largest sector exposure is Industrials at 25.0%.

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