| Amount | Holding |
|---|---|
| 11.22% | Goldman Sachs Group Inc |
| 10.55% | Apple Inc |
| 8.18% | KKR & Co Inc Ordinary Shares |
| 7.65% | Kansas City Southern |
| 7.30% | FedEx Corp |
| 6.92% | Brandywine Realty Trust |
| 6.75% | Facebook Inc A |
| 6.16% | JPMorgan Chase & Co |
| 5.08% | Berkshire Hathaway Inc Class A |
| 5.04% | Polaris Inc |
| 2.71% | Fannie Mae Pfd Shs Ser P |
| 2.23% | Fannie Mae Variable Rate NonCumulative Preferred Stock, Series F |
| 2.19% | Federal Agricultural Mortgage Corp Class C |
| 2.11% | Fannie Mae 4.75% NonCumulative Preferred Stock, Series M |
| 2.00% | Mastercard Inc A |
| 1.94% | Amazon.com Inc |
| 1.60% | Customers Bancorp Inc |
| 1.60% | Fannie Mae Variable Rate NonCumulative Preferred Stock, Series G |
| 1.59% | Federal Agricultural Mortgage Corp Class A |
| 1.40% | Fannie Mae Var Rate Non-Cum Pfd Shs Series -O- |
| 1.36% | Fannie Mae 5.125% NonCumulative Preferred Stock, Series L |
| 1.20% | Fannie Mae 5.50% NonCumulative Preferred Stock, Series N |
| 0.87% | Fannie Mae 5.81% NonCumulative Preferred Stock, Series H |
| 0.71% | Fannie Mae 5.375% NonCumulative Preferred Stock, Series I |
| 0.48% | East West Bancorp Inc |
Expense Ratio Rating
3 /10
Expense Rating
0 /10
Market Score
4 /10
Category Score
10 /10
Market Size
4 /10
$MXXVX Alternatives
34%
FI Score
- mxxvx
- Mutual Fund
- US Stocks
- Large Blend
Expenses: 1.08% (Better than 0% of similar funds)
This is a bad choice for a Large Blend US Stocks fund. See why ยป