MCMVX Mutual Fund
NAV$24.07
AUM$48M
TER0.85%
Holdings47
MCMVX Mutual Fund
NAV$24.07
Monongahela All Cap Value Fund
AUM$48M
TER0.85%
Holdings47

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Showing 10 of 47 holdings(as of Jan 31, 2026)Top 10 Weight: 38.93%
MCMVX Mutual Fund Top Holdings
MCMVX holdings top 10 positions. The top 10 holdings account for 38.9% of the fund, led by First Am Treas Obli-X at 7.1%, Curtiss-wright Corp at 5.1%, Rockwell Automation Inc. at 4.0%.
MCMVX portfolio concentration is moderate, with the top 10 representing 38.9% of total assets. The largest sector exposure is Industrials at 20.1%.
MCMVX sector allocation provides a detailed breakdown. MCMVX overlap tool shows how holdings compare to other funds in your portfolio.