CSUZX Mutual Fund

CSUZX Mutual Fund

NAV$25.52
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Showing the top 10 of 68 holdings · as of Jun 30, 2026
Top 10 weight
40.21%
CSUZX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
WMB
Williams Cos. Inc.Energy · Oil & Gas
5.36%		5.4%792,232$58.89MEnergyOil & Gas
2—Tc Energy CorpEnergy · Oil & Gas
5.10%		10.5%846,674$56.07MEnergyOil & Gas
Sector and industry · Pro
3
NEE
Nextera Energy Inc
4.83%		15.3%605,153$53.11M
4
ETR
Entergy Corp.
4.81%		20.1%459,742$52.81M
5
UNP
Union Pacific Corp
4.64%		24.7%187,571$51.02M
6
CSX
Csx Corp.
4.26%		29.0%984,476$46.79M
7
AEP
American Electric Power Co Inc
3.08%		32.1%247,683$33.89M
8
NG
National Grid Plc
2.81%		34.9%1,869,530$30.84M
9
NSC
Norfolk Southern Corp
2.66%		37.5%92,984$29.25M
10
TRGP
Targa Resources Corp Preferred
2.66%		40.2%109,041$29.24M
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Themes in the top 10
InfrastructureEnergy SecurityEnergy TransitionEnvironmental SolutionsClimate SolutionsConstruction TechUrbanizationSustainable MaterialsManufacturingClean EnergySupply ChainInflation ProtectionMobility as a ServiceCybersecurityHydrogen Economy

CSUZX Mutual Fund Top Holdings

CSUZX holdings top 10 positions. The top 10 holdings account for 40.2% of the fund, led by Williams Cos. Inc. at 5.4%, Tc Energy Corp at 5.1%, Nextera Energy Inc at 4.8%.

CSUZX portfolio concentration is moderate, with the top 10 representing 40.2% of total assets. The largest sector exposure is Utilities at 38.3%.

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