APLIX Mutual Fund
NAV$14.12
TER1.35%
Holdings64
APLIX Mutual Fund
NAV$14.12
Hedged Income Fund Class Investor
TER1.35%
Holdings64
See inside every mutual fund you own
$29/moCancel anytime.
Showing 10 of 64 holdings(as of Feb 28, 2026)Top 10 Weight: 40.86%
APLIX Mutual Fund Top Holdings
APLIX holdings top 10 positions. The top 10 holdings account for 40.9% of the fund, led by Alphabet Inc. C at 5.9%, Apple, Inc at 4.8%, Nvidia Corp. at 4.6%.
APLIX portfolio concentration is moderate, with the top 10 representing 40.9% of total assets. The largest sector exposure is Information Technology at 22.1%.
APLIX sector allocation provides a detailed breakdown. APLIX overlap tool shows how holdings compare to other funds in your portfolio.