SYMCX Mutual Fund

SYMCX Mutual Fund

NAV$15.17
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Showing the top 10 of 228 holdings · as of Mar 31, 2026
Top 10 weight
41.79%
SYMCX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
FXFXX
First Am Treas Obli-XFinancials · Insurance
14.59%		14.6%-$7.56MFinancialsInsurance
2
RPV
Invesco S&p 500 Pure Value ETF
4.95%		19.5%23,882$2.56M--
Sector and industry · Pro
3
IWD
Ishares Russell 1000 Value ETF
4.88%		24.4%11,825$2.53M
4DebtTreasury Bill 0% Apr 30, 2026
3.66%		28.1%-$1.89M
5DebtTreasury Bill Apr 14, 2026
3.66%		31.7%-$1.90M
6—B 5/12/26 Govt
3.65%		35.4%-$1.89M
7DebtTreasury Bill 0% May 28, 2026
1.92%		37.3%-$994.3K
8DebtIshares 1-3 Year Treasury Bo (Nasdaq/Nms)
1.51%		38.8%9,461$781.2K
9DebtIshares Barclays 3-7 Year Treasury Bond Fund
1.49%		40.3%6,519$773.2K
10DebtIshares 7-10 Year Treasury Bond ETF
1.48%		41.8%8,031$766.5K
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Themes in the top 10
Interest RatesAsset ManagementETF ProvidersMarket InfrastructureGlobal BankingInflation ProtectionCloud ComputingData & AnalyticsNetworking InfrastructureArtificial Intelligence

SYMCX Mutual Fund Top Holdings

SYMCX holdings top 10 positions. The top 10 holdings account for 41.8% of the fund, led by First Am Treas Obli-X at 14.6%, Invesco S&p 500 Pure Value ETF at 5.0%, Ishares Russell 1000 Value ETF at 4.9%.

SYMCX portfolio concentration is moderate, with the top 10 representing 41.8% of total assets. The largest sector exposure is Financials at 37.7%.

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