RIFSX Mutual Fund

RIFSX Mutual Fund

NAV$13.73
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Showing the top 10 of 139 holdings · as of Jun 30, 2026
Top 10 weight
36.11%
RIFSX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
WELL
Welltower, Inc.Real Estate · Equity Real Estate Investment Trusts (REITs)
7.96%		8.0%362,627$82.31MReal EstateEquity Real Estate Investment Trusts (REITs)
2
PLD
Prologis IncReal Estate · Equity Real Estate Investment Trusts (REITs)
5.09%		13.1%388,910$52.69MReal EstateEquity Real Estate Investment Trusts (REITs)
Share changes, sector and industry · Pro
3—Equinix Inc. Real Estate Investment Trust
4.61%		17.7%45,777$47.72M
4
DLR
Digital Realty Trust Inc.
3.49%		21.1%201,231$36.14M
5—U.s. Cash Management Fund
3.35%		24.5%34,696,370$34.69M
6
SPG
Simon Property Group Inc
2.84%		27.3%131,382$29.38M
7
GMG
Goodman Group
2.45%		29.8%1,167,217$25.30M
8—Vivmark Residential
2.36%		32.1%358,858$24.38M
9
EXR
Extra Space Storage Inc
1.98%		34.1%141,172$20.51M
10
PSA
Public Storage
1.98%		36.1%64,267$20.46M
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Themes in the top 10
Supply ChainInfrastructureUrbanizationPropTechInflation ProtectionCloud ComputingInternet & DigitalNetworking InfrastructureConnectors & InterconnectsCybersecurityData & AnalyticsConsumer SpendingMillennials & Gen ZConstruction TechChanging Work

RIFSX Mutual Fund Top Holdings

RIFSX holdings top 10 positions. The top 10 holdings account for 36.1% of the fund, led by Welltower, Inc. at 8.0%, Prologis Inc at 5.1%, Equinix Inc. Real Estate Investment Trust at 4.6%.

RIFSX portfolio concentration is moderate, with the top 10 representing 36.1% of total assets. The largest sector exposure is Real Estate at 66.0%.

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