SVUIX Mutual Fund

SVUIX Mutual Fund

NAV$39.88
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Showing the top 10 of 123 holdings · as of Mar 31, 2026
Top 10 weight
16.56%
SVUIX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
AA
Alcoa Corp
2.11%		2.1%89,893$5.96M--
2
COP
ConocophillipsEnergy · Oil & Gas
2.07%		4.2%44,318$5.85MEnergyOil & Gas
Share changes, sector and industry · Pro
3
CHRD
Chord Energy Corp
1.75%		5.9%34,822$4.95M
4
PTEN
Patterson-Uti Energy Inc
1.63%		7.6%425,299$4.61M
5
CAH
Cardinal Health Inc.
1.59%		9.2%21,206$4.48M
6
ATR
Aptargroup Inc
1.52%		10.7%34,021$4.29M
7
ECL
Ecolab, Inc.
1.51%		12.2%16,059$4.27M
8
RGA
Reinsurance Group of America, Inc
1.50%		13.7%20,698$4.23M
9
NOV
Nov Inc
1.45%		15.1%218,266$4.11M
10
OGE
Oge Energy Corp.
1.43%		16.6%84,110$4.03M
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Themes in the top 10
Energy SecurityEnergy TransitionManufacturingInflation ProtectionMedical DevicesPharmaceuticalsSupply ChainClean EnergyHealth InsuranceManaged CareAging PopulationInsurTechGlobal BankingInfrastructureUrbanization

SVUIX Mutual Fund Top Holdings

SVUIX holdings top 10 positions. The top 10 holdings account for 16.6% of the fund, led by Alcoa Corp at 2.1%, Conocophillips Common Stock USD 0.01 at 2.1%, Chord Energy Corp at 1.8%.

SVUIX portfolio concentration is well-diversified, with the top 10 representing 16.6% of total assets. The largest sector exposure is Financials at 18.1%.

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