UMPSX Mutual Fund

UMPSX Mutual Fund

NAV$60.96
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Showing the top 10 of 415 holdings · as of Apr 30, 2026
Top 10 weight
35.89%
UMPSX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1—Hsbc Securities (Usa), Inc. B 3.5 , 5/01/2026
9.50%		9.5%-$3.94M--
2—Societe' Generale 3.52 , 5/01/2026
8.07%		17.6%-$3.35M--
3—Cf Secured 3.52 , 5/01/2026
7.12%		24.7%-$2.96M--
4—Natwest Markets Plc 3.51 , 5/01/2026
4.75%		29.4%-$1.97M--
5—Umb Financial Corp. 3.37 , 5/01/2026
2.37%		31.8%-$986.0K--
6
RY
Royal Bank Of Canada 3.42 , 5/01/2026
1.66%		33.5%-$689.0K--
7—Cme E-Mini Standard & Poor'S Midcap 400 Index Future
0.67%		34.1%10$278.9K--
8—Flex Ltd
0.65%		34.8%2,945$269.6K--
9
FTI
Technipfmc Ltd
0.59%		35.4%3,242$245.0K--
10
CW
Curtiss-wright CorpIndustrials · Aerospace & Defense
0.51%		35.9%295$212.5KIndustrialsAerospace & Defense
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Themes in the top 10
Defense TechnologyManufacturingSpace EconomyConnectors & Interconnects

UMPSX Mutual Fund Top Holdings

UMPSX holdings top 10 positions. The top 10 holdings account for 35.9% of the fund, led by Hsbc Securities (Usa), Inc. B 3.5 , 5/01/2026 at 9.5%, Societe' Generale 3.52 , 5/01/2026 at 8.1%, Cf Secured 3.52 , 5/01/2026 at 7.1%.

UMPSX portfolio concentration is moderate, with the top 10 representing 35.9% of total assets. The largest sector exposure is Industrials at 14.6%.

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