LONAX Mutual Fund

LONAX Mutual Fund

NAV$16.15
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Showing the top 10 of 901 holdings · as of May 31, 2026
Top 10 weight
11.10%
LONAX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1—BROWARD CNTY FLA SCH DIST 5% Jul 01, 2032Financials · Diversified Financial Services
9.14%		9.1%-$9.96MFinancialsDiversified Financial Services
2
AFL
Aflac Inc.Financials · Insurance
0.24%		9.4%2,302$258.8KFinancialsInsurance
Sector and industry · Pro
3
LNT
Alliant Energy Corp.
0.23%		9.6%3,522$252.2K
4
IVT
Inventrust Properties Corp.
0.23%		9.8%7,572$250.9K
5
SO
Southern Co.
0.22%		10.1%2,573$236.8K
6
AVA
Avista Corp
0.21%		10.3%5,506$228.3K
7
AEE
Ameren Corp
0.21%		10.5%2,147$231.8K
8
CNP
Centerpoint Energy Inc.
0.21%		10.7%5,516$233.1K
9
XEL
Xcel Energy Inc.
0.21%		10.9%2,872$228.3K
10
CMS
Cms Energy Corp.
0.20%		11.1%2,982$216.4K
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Themes in the top 10
Interest RatesInflation ProtectionCurrencyInsurTechHealth InsuranceEnergy SecurityEnergy TransitionClimate SolutionsInfrastructureTelecom InfrastructurePropTechClean EnergyEnvironmental SolutionsManufacturing

LONAX Mutual Fund Top Holdings

LONAX holdings top 10 positions. The top 10 holdings account for 11.1% of the fund, led by BROWARD CNTY FLA SCH DIST 5% Jul 01, 2032 at 9.1%, Aflac Inc. at 0.2%, Alliant Energy Corp. at 0.2%.

LONAX portfolio concentration is well-diversified, with the top 10 representing 11.1% of total assets. The largest sector exposure is Financials at 31.9%.

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