IPBAX Mutual Fund

IPBAX Mutual Fund

NAV$10.70
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Showing the top 10 of 414 holdings · as of Aug 31, 2026
Top 10 weight
52.27%
IPBAX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
WFFXX
Allspring Government Money Mar
23.17%		23.2%50,880,565$50.88M--
2—Real Return Spe Inv Cayman Ltd Wbsa
13.92%		37.1%787,669$30.58M--
3—USD
5.48%		42.6%12,043,408$12.04M--
4
EWY
Ishares Inc Msci Sth Kor Etf
1.88%		44.5%22,822$4.13M--
5DebtTreasury (Cpi) Note 2.13% Apr 15, 2029Financials · Capital Markets
1.87%		46.3%4,117,620$4.11MFinancialsCapital Markets
6DebtUnited States Of America Notes Fixed 2.125%Financials · Capital Markets
1.37%		47.7%3,069,757$3.02MFinancialsCapital Markets
7DebtSospet0F4 Cds Usd R F 1.00000 Cospet0F4J_Fee Ccpcdx
1.18%		48.9%2,540,545$2.59M--
8—Tsy Infl Ix N/b 01/30 0.125Financials · Capital Markets
1.16%		50.0%2,726,678$2.55MFinancialsCapital Markets
9DebtSospet0F4 Cds Usd P V 03Mevent Cospet0F4J_Pro Ccpcdx
1.16%		51.2%2,540,545$-2540545--
10DebtU.S. Treasury Inflation Indexed Bonds 0.500%, 01/15/28Financials · Capital Markets
1.08%		52.3%2,420,830$2.36MFinancialsCapital Markets
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Themes in the top 10
Inflation ProtectionInterest Rates

IPBAX Mutual Fund Top Holdings

IPBAX holdings top 10 positions. The top 10 holdings account for 52.3% of the fund, led by Allspring Government Money Mar at 23.2%, REAL RETURN SPE INV CAYMAN LTD WBSA at 13.9%, USD at 5.5%.

IPBAX portfolio concentration is relatively high, with the top 10 representing 52.3% of total assets. The largest sector exposure is Financials at 21.2%.

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