CETFX Mutual Fund
NAV$11.14
AUM$22M
TER0.83%
Holdings20
CETFX Mutual Fund
NAV$11.14
Morningstar Conservative ETF Asset Allocation Portfolio
AUM$22M
TER0.83%
Holdings20
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Showing 10 of 20 holdings(as of Mar 31, 2026)Top 10 Weight: 78.38%
CETFX Mutual Fund Top Holdings
CETFX holdings top 10 positions. The top 10 holdings account for 78.4% of the fund, led by Vanguard Total Bond Market ETF at 20.9%, Eaton Vance Total Return Bond ETF - Class USD INC at 12.0%, Vanguard Short-term Bond ETF at 8.0%.
CETFX portfolio concentration is relatively high, with the top 10 representing 78.4% of total assets. The largest sector exposure is Financials at 57.5%.
CETFX sector allocation provides a detailed breakdown. CETFX overlap tool shows how holdings compare to other funds in your portfolio.