IYSMX Mutual Fund

IYSMX Mutual Fund

NAV$20.10
See how much of IYSMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free
Showing the top 10 of 136 holdings · as of Aug 31, 2026
Top 10 weight
17.57%
IYSMX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
PR
Permian ResourceEnergy · Oil & Gas
1.95%		1.9%308,025$7.17MEnergyOil & Gas
2
GWRE
Guidewire Software IncInfo Tech · Software
1.89%		3.8%34,038$6.97MInfo TechSoftware
Share changes, sector and industry · Pro
3
EWBC
East West Bancorp, Inc.
1.88%		5.7%54,519$6.92M
4—Caseys General
1.85%		7.6%9,049$6.81M
5
LGND
Ligand Pharmaceuticals, Inc.
1.80%		9.4%23,328$6.63M
6
HALO
Halozyme Therapeutics Inc
1.73%		11.1%59,740$6.36M
7
SMTC
Semtech Corp
1.70%		12.8%47,174$6.27M
8
SF
Stifel Finl Corp
1.64%		14.4%74,513$6.02M
9
SSB
South State Corp
1.62%		16.1%56,762$5.95M
10
ALLY
Ally Financial Inc
1.51%		17.6%132,003$5.57M
More holdings · Pro
FundXLS Pro
See the other 126 holdings of IYSMX
X-ray every fund you own at once, ETFs and mutual funds that hold stocks directly, and see how much of your money lands on the same stocks twice.
Unlock FundXLS Pro$45/quarter Pro · Cancel anytime
Themes in the top 10
Energy SecurityInflation ProtectionEnergy TransitionEnvironmental SolutionsManufacturingCloud ComputingData & AnalyticsCybersecurityNetworking InfrastructureArtificial IntelligenceDigital BankingLending & CreditGlobal BankingValue RetailConsumer Spending

IYSMX Mutual Fund Top Holdings

IYSMX holdings top 10 positions. The top 10 holdings account for 17.6% of the fund, led by Permian Resource at 1.9%, Guidewire Software Inc at 1.9%, East West Bancorp, Inc. at 1.9%.

IYSMX portfolio concentration is well-diversified, with the top 10 representing 17.6% of total assets. The largest sector exposure is Industrials at 22.2%.

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