IVITX Mutual Fund

IVITX Mutual Fund

NAV$21.35
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Showing the top 10 of 74 holdings · as of Jul 31, 2026
Top 10 weight
27.45%
IVITX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
AMZN
Amazon.com IncConsumer Disc. · Internet
3.65%		3.6%23,271$6.32MConsumer Disc.Internet
2
WFC
Wells Fargo & Co.Financials · Banks
3.22%		6.9%64,559$5.58MFinancialsBanks
Sector and industry · Pro
3
GOOGL
Alphabet Inc,Class A
3.21%		10.1%15,610$5.56M
4
MSFT
Microsoft Corp
3.13%		13.2%11,665$5.42M
5
BAC
Bank Of America Corp.
2.82%		16.0%78,725$4.88M
6
PM
Philip Morris International Inc.
2.80%		18.8%25,452$4.86M
7
JCI
Johnson Controls International Plc
2.38%		21.2%28,082$4.12M
8
NVDA
Nvidia Corp
2.12%		23.3%18,312$3.68M
9
CFG
Citizens Financial Group Inc.
2.10%		25.4%50,802$3.64M
10
COP
Conocophillips
2.02%		27.5%29,081$3.50M
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Themes in the top 10
Cloud ComputingArtificial IntelligenceInternet & DigitalDigital AdvertisingPaymentsGlobal BankingLending & CreditInterest RatesInvestment TechnologyData & AnalyticsCybersecurityNetworking InfrastructureHealth & WellnessGovernance & EthicsDigital Banking

IVITX Mutual Fund Top Holdings

IVITX holdings top 10 positions. The top 10 holdings account for 27.5% of the fund, led by Amazon.Com Inc at 3.6%, Wells Fargo & Co. at 3.2%, Alphabet Inc,class A at 3.2%.

IVITX portfolio concentration is well-diversified, with the top 10 representing 27.5% of total assets. The largest sector exposure is Financials at 15.2%.

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