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MXXIX Mutual Fund Price & Analysis

The fund invests primarily in common stocks that are selected for their long-term growth potential. Under normal circumstances, it will invest at least 80% of the value of its assets in medium-capitalization (or “midcap”) growth companies. In selecting investments for the fund, the investment adviser uses an approach that emphasizes the selection of what the investment adviser believes are stocks of high-quality companies with compelling potential for long-term capital appreciation. The investment approach combines "top-down" macro-economic analysis with "bottom-up" company and security analysis.

MXXIX Mutual Fund Chart & Stats

MXXIX Mutual Fund Smart Score

For Mutual Funds, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the Mutual Fund's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual Mutual Fund ticker.​

Top 10 Holdings

Name
Weight %
USD_CASH
STATE STR INSTL INVT TR TREAS MMKT FD INST
11.25%
Spotify Technology SA
4.84%
Chipotle Mexican Grill
4.39%
Cintas
4.37%
Constellation Software
4.37%
GE Vernova Inc.
3.93%
Kla Corporation
3.87%
Synopsys
3.74%
Kohlberg Kravis Roberts
3.72%
Palantir Technologies Inc.
3.70%
Total48.18%

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