SWHYX Mutual Fund

SWHYX Mutual Fund

NAV$8.73
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Showing the top 10 of 355 holdings · as of Feb 28, 2026
Top 10 weight
5.90%
SWHYX top 10 holdings, by weight
#TickerNameWeightCumulativeMkt valueSectorIndustry
1—Main Street Energ 5 12/33
0.81%		0.8%$819.2K--
2DebtLee County Industrial Development Authority/Flfx.Rt. Muni Bond 11/15/2029
0.59%		1.4%$604.8K--
3DebtCity of New York Ny
0.59%		2.0%$600.0K--
4—Dasny-C-Ref 5 2035-03-15
0.59%		2.6%$601.9K--
5—New York City Municipal Water Finance Authority 3.45% 2044-06-15
0.58%		3.2%$595.0K--
6—DALLAS-FORT WORTH TX International APRT REV 5.25%, due 11/01/2037
0.57%		3.7%$576.2K--
7—Port Of Vancouver Wa 12-01-2033
0.55%		4.3%$555.0K--
8DebtSc ScsutlUtilities · Electric Utilities
0.54%		4.8%$549.2KUtilitiesElectric Utilities
9—Lower Neches Vly Tx Auth Indl Dev Corp 1.180
0.54%		5.4%$550.0K--
10—Michigan Finance Authority Bam Series 2025 5.00%, 07/01/43
0.54%		5.9%$548.0K--
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Themes in the top 10
InfrastructureClean EnergyEnergy SecurityEnvironmental SolutionsUrbanization

SWHYX Mutual Fund Top Holdings

SWHYX holdings top 10 positions. The top 10 holdings account for 5.9% of the fund, led by Main Street Energ 5 12/33 at 0.8%, Lee County Industrial Development Authority/Flfx.Rt. Muni Bond 11/15/2029 at 0.6%, City of New York Ny 0% 10/01/2040 at 0.6%.

SWHYX portfolio concentration is well-diversified, with the top 10 representing 5.9% of total assets. The largest sector exposure is Financials at 20.1%.

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