UTMAX Mutual Fund

UTMAX Mutual Fund

NAV$12.79
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Showing the top 10 of 305 holdings · as of Feb 28, 2026
Top 10 weight
21.73%
UTMAX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
IEMG
Ishares Core Msci Emerging MarFinancials · Capital Markets
4.69%		4.7%138,075$10.60MFinancialsCapital Markets
2
GDX
Vaneck Gold Miners Etf/UsaFinancials · Diversified Financial Services
3.67%		8.4%71,655$8.30MFinancialsDiversified Financial Services
Share changes, sector and industry · Pro
3
NVDA
Nvidia Corp.
2.93%		11.3%37,333$6.62M
4
AAPL
Apple, Inc
2.69%		14.0%22,980$6.07M
5
MSFT
Microsoft Corp
1.83%		15.8%10,508$4.13M
6
AMZN
Amazon.com Inc
1.35%		17.2%14,498$3.04M
7—Royal Bank Of Canada
1.29%		18.4%17,451$2.92M
8—Alphabet Inc
1.16%		19.6%8,427$2.63M
9
GOOG
Alphabet Inc. C
1.10%		20.7%7,958$2.48M
10
META
Meta Platforms, Inc.
1.02%		21.7%3,560$2.31M
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Themes in the top 10
CurrencyInterest RatesInflation ProtectionCritical MineralsArtificial IntelligenceSemiconductorsCloud ComputingInternet & DigitalNetworking InfrastructureCybersecurityData & AnalyticsDigital AdvertisingPaymentsGlobal BankingLending & Credit

UTMAX Mutual Fund Top Holdings

UTMAX holdings top 10 positions. The top 10 holdings account for 21.7% of the fund, led by Ishares Core Msci Emerging Mar at 4.7%, Vaneck Gold Miners Etf/Usa at 3.7%, Nvidia Corp. at 2.9%.

UTMAX portfolio concentration is well-diversified, with the top 10 representing 21.7% of total assets. The largest sector exposure is Financials at 19.4%.

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