UTMAX Mutual Fund

UTMAX Mutual Fund

NAV$12.58
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Showing the top 10 of 307 holdings · as of May 31, 2026
Top 10 weight
20.15%
UTMAX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
IEMG
Ishares Core Msci Emerging MarFinancials · Capital Markets
4.33%		4.3%89,389$7.46MFinancialsCapital Markets
2
NVDA
Nvidia CorpInfo Tech · Semiconductors
2.78%		7.1%22,735$4.80MInfo TechSemiconductors
Sector and industry · Pro
3
GDX
Vaneck Gold Miners Etf/Usa
2.57%		9.7%49,503$4.43M
4
AAPL
Apple, Inc
2.46%		12.1%13,620$4.25M
5
MSFT
Microsoft Corp
1.71%		13.9%6,557$2.95M
6
AMZN
Amazon.com Inc
1.70%		15.6%10,852$2.94M
7
GOOG
Alphabet Inc
1.42%		17.0%6,504$2.45M
8
AVGO
Broadcom Inc
1.08%		18.0%4,154$1.86M
9—Royal Bank Of Canada
1.08%		19.1%9,683$1.86M
10
GOOGL
Alphabet Inc,Class A
1.02%		20.1%4,619$1.76M
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Themes in the top 10
CurrencyInterest RatesArtificial IntelligenceSemiconductorsCloud ComputingInternet & DigitalNetworking InfrastructureInflation ProtectionCritical MineralsCybersecurityData & AnalyticsDigital AdvertisingPaymentsGlobal BankingLending & Credit

UTMAX Mutual Fund Top Holdings

UTMAX holdings top 10 positions. The top 10 holdings account for 20.1% of the fund, led by Ishares Core Msci Emerging Mar at 4.3%, Nvidia Corp at 2.8%, Vaneck Gold Miners Etf/Usa at 2.6%.

UTMAX portfolio concentration is well-diversified, with the top 10 representing 20.1% of total assets. The largest sector exposure is Financials at 20.8%.

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