UTMAX Mutual Fund

UTMAX Mutual Fund

NAV$12.59
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Showing the top 10 of 278 holdings · as of Aug 31, 2026
Top 10 weight
21.25%
UTMAX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
IEMG
Ishares Core Msci Emerging MarFinancials · Capital Markets
4.34%		4.3%35,850$2.93MFinancialsCapital Markets
2
AAPL
Apple IncInfo Tech · Tech Hardware
3.58%		7.9%7,619$2.41MInfo TechTech Hardware
Sector and industry · Pro
3
AMZN
Amazon.com Inc
2.72%		10.6%7,058$1.83M
4
NVDA
Nvidia Corp
2.69%		13.3%8,233$1.82M
5
MSFT
Microsoft Corp
2.68%		16.0%3,557$1.80M
6
GOOGL
Alphabet Inc
1.60%		17.6%3,172$1.08M
7
GDX
Vaneck Gold Miners Etf/Usa
0.94%		18.6%6,451$635.5K
8—ExxonMobil Holdings Corp Common Stock Usd
0.92%		19.5%3,875$623.7K
9
AVGO
Broadcom Inc
0.91%		20.4%1,661$615.1K
10
META
Meta Platforms Inc
0.87%		21.3%1,020$583.8K
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Themes in the top 10
CurrencyInterest RatesArtificial IntelligenceSemiconductorsInternet & DigitalCybersecurityData & AnalyticsCloud ComputingDigital AdvertisingPaymentsNetworking InfrastructureInflation ProtectionCritical MineralsEmerging TechMillennials & Gen Z

UTMAX Mutual Fund Top Holdings

UTMAX holdings top 10 positions. The top 10 holdings account for 21.3% of the fund, led by Ishares Core Msci Emerging Mar at 4.3%, Apple Inc at 3.6%, Amazon.Com Inc at 2.7%.

UTMAX portfolio concentration is well-diversified, with the top 10 representing 21.3% of total assets. The largest sector exposure is Information Technology at 20.1%.

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