LMBAX Mutual Fund

NAV$17.49
Showing 10 of 259 holdings(as of Mar 31, 2026)Top 10 Weight: 10.79%
#TickerNameWeightSharesMkt ValueShare ChgSectorIndustry
1BEBloom Energy Corporation Class A1.57%13,750$1.86M••••••••••••••••••••••
2NXTNextracker Inc Ordinary Shares - Class A1.32%13,046$1.57M••••••••••••••••••••••
3TRPXXInvesco Short-term Investments Trust, Treasury Portfolio, Institutional Class 0.0102% 2021-01-071.12%1,336,109$1.34M••••••••••••••••••••••
4SSRMSsr Mining Inc1.09%43,905$1.29M••••••••••••••••••••••
5POWLPowell Industries Inc1.00%2,200$1.19M••••••••••••••••••••••
6AGXArgan, Inc.0.99%2,157$1.17M••••••••••••••••••••••
7ENSGEnsign Group Inc/the0.94%5,528$1.11M••••••••••••••••••••••
8PARRPar Petroleum Corp0.94%17,756$1.11M••••••••••••••••••••••
9CRDOCredo Technology Group Holding Ltd0.92%11,593$1.09M••••••••••••••••••••••
10CRCCalifornia Resources Corp0.90%15,478$1.07M••••••••••••••••••••••
Want to see all 259 holdings?View All HoldingsPRO

Top Holdings Themes

Clean EnergyClimate SolutionsHydrogen EconomyEnergy SecurityEnvironmental SolutionsValue RetailMillennials & Gen ZUrbanizationConsumer SpendingInterest RatesAsset ManagementETF ProvidersInflation ProtectionCurrencyCritical Minerals

LMBAX Mutual Fund Top Holdings

LMBAX holdings top 10 positions. The top 10 holdings account for 10.8% of the fund, led by Bloom Energy Corporation Class A at 1.6%, Nextracker Inc Ordinary Shares - Class A at 1.3%, Invesco Short-term Investments Trust, Treasury Portfolio, Institutional Class 0.0102% 2021-01-07 at 1.1%.

LMBAX portfolio concentration is well-diversified, with the top 10 representing 10.8% of total assets. The largest sector exposure is Health Care at 18.3%.

LMBAX sector allocation provides a detailed breakdown. LMBAX overlap tool shows how holdings compare to other funds in your portfolio.