SUMCX Mutual Fund

SUMCX Mutual Fund

NAV$11.14
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Showing top 9 of 9 holdings · as of Jul 31, 2026
SUMCX holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1DebtVanguard Bond Index Funds Vang-In B I-Adm
32.01%		32.0%101,854$1.04M--
2
DSVXX
Dreyfus Institutional Preferred Government Money MarketFinancials · Capital Markets
14.81%		46.8%480,779$480.8KFinancialsCapital Markets
3
SLCGX
James Alpha Fds Tr Saratoga-Lg Gr-I
14.09%		60.9%14,837$457.4K--
4
SLCVX
James Alpha Fds Tr
12.20%		73.1%14,624$395.9K--
5
SMIPX
James Alpha Fds Tr Saratoga-M/C-I
11.61%		84.7%27,771$376.9K--
6
EIGMX
Etn Vance Glbl Mcr A
8.12%		92.8%29,251$263.6K--
7DebtVanguard Short-Term Bond Index Fund Admiral Shares
2.79%		95.6%8,928$90.5K--
8
SSCPX
James Alpha Fds Tr Saratoga Small Cap Port-I
2.63%		98.3%10,503$85.5K--
9
VTIAX
Vanguard Total International Stock Index Fund Admiral Shares
1.70%		100.0%1,212$55.1K--
Not reported for this fund: share changes.

SUMCX Mutual Fund All Holdings

SUMCX holdings total 9 positions. The top 10 holdings account for 100.0% of the fund, led by Vanguard Bond Index Funds Vang-In B I-Adm at 32.0%, Dreyfus Institutional Preferred Government Money Market at 14.8%, James Alpha Fds Tr Saratoga-Lg Gr-I at 14.1%.

SUMCX portfolio concentration is relatively high, with the top 10 representing 100.0% of total assets. The largest sector exposure is Financials at 14.8%.

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