SRIDX Mutual Fund

SRIDX Mutual Fund

NAV$15.16
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Showing the top 10 of 129 holdings · as of Mar 31, 2026
Top 10 weight
22.54%
SRIDX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
XYL
Xylem,Inc.Industrials · Machinery
3.16%		3.2%5,515$659.0KIndustrialsMachinery
2
CNH
Cnh Industrial Nv
2.63%		5.8%49,875$548.6K--
Share changes, sector and industry · Pro
3—Sony Corp
2.61%		8.4%26,350$545.4K
4
NEE
Nextera Energy Inc.
2.45%		10.9%5,500$510.8K
5
ABB
Abb Limited
2.31%		13.2%6,000$482.9K
6
MSGS
The Madison Square Garden Co
2.06%		15.2%1,340$430.7K
7
C
Citigroup Inc.
1.92%		17.1%3,540$401.5K
8
NESN
Nestle Sa
1.86%		19.0%3,950$387.4K
9
AXP
American Express Co.
1.81%		20.8%1,250$378.1K
10
WM
Waste Management
1.73%		22.5%1,570$360.8K
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Themes in the top 10
Environmental SolutionsInfrastructureClimate SolutionsUrbanizationManufacturingVideo GamingDigital EntertainmentSemiconductorsEmerging TechMillennials & Gen ZClean EnergyEnergy TransitionEnergy SecurityContent DistributionDigital Advertising

SRIDX Mutual Fund Top Holdings

SRIDX holdings top 10 positions. The top 10 holdings account for 22.5% of the fund, led by Xylem,Inc. at 3.2%, Cnh Industrial Nv at 2.6%, Sony Corp at 2.6%.

SRIDX portfolio concentration is well-diversified, with the top 10 representing 22.5% of total assets. The largest sector exposure is Financials at 25.3%.

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