Mutual Funds Holding XLY

Mutual Funds Holding XLY
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free
18
Total Funds
HTDRX
Highest: 10.4%
CVLVX
Lowest ER: 0.75%
3.87%
Avg Weight

All 18 Mutual Funds with XLY

Fund ↕Weight ↓
HTDRX
Tactical Dividend and Momentum Fund Class R
10.37%View
HTDCX
Tactical Dividend and Momentum Fund Class C
10.37%View
HTDIX
Tactical Dividend and Momentum Fund Class I
10.37%View
HTDAX
Tactical Dividend and Momentum Fund Class A
10.37%View
ICSNX
Dynamic US Opportunity Fund Class N
5.17%View
ICSIX
Dynamic US Opportunity Fund Class I
5.17%View
RQEIX
RESQ Dynamic Allocation Fund Class I
3.05%View
RQECX
RESQ Dynamic Allocation Fund Class C
3.05%View
RQEAX
RESQ Dynamic Allocation Fund Class A
3.05%View
SDRAX
Swan Defined Risk Fund Class A
2.91%View
SDRCX
Swan Defined Risk Fund Class C
ProLocked
SDRIX
Swan Defined Risk Fund Class I
ProLocked
WMKTX
WesMark Tactical Opportunity Fund
ProLocked
CVLEX
Cullen Value Fund Advisor Class
ProLocked
CVLFX
Cullen Value Fund Class C
ProLocked
CVLVX
Cullen Value Fund Class I
ProLocked
SMILX
SMI Multi-Strategy Fund
ProLocked
GRZZX
Leuthold Grizzly Short Fund
ProLocked
FundXLS Pro
See all 18 mutual funds holding XLY
Every fund with its exact weight, market value, category and scores. Plus filtering and CSV export.
Built by a team trusted since 2014.
Unlock FundXLS Pro$45/quarter Pro · Cancel anytime
★The Portfolio X-Ray: see what you actually own Cancel anytime★
FundXLS

See exactly what you own with our proprietary sector, industry & theme classification. Know instantly if you're over or under invested.

From FundXLS, built by a team trusted since 2014