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RICHX Mutual Fund Holdings Information

Holdings Count
217
Total Assets
166.35B
Top 10 Percentage
40.92%
See the full list of holdings, find out what stocks are the most undervalued and get access to the all Mutual Fund's smart score and filters.Go Premium
217 Holdings
217 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Microsoft
7.55%
$12.53B
$3.87T
22.30%
32 Buy
0 Hold
0 Sell
Strong Buy
Broadcom Inc.
6.07%
$10.08B
$1.63T
104.70%
27 Buy
2 Hold
0 Sell
Strong Buy
Meta Platforms, Inc.
4.98%
$8.26B
$1.84T
28.80%
40 Buy
6 Hold
0 Sell
Strong Buy
USD_CASH
CAPITAL GROUP CENTRAL CASH FUND
4.49%
$7.45B
Amazon.Com, Inc.
3.80%
$6.31B
$2.36T
19.37%
41 Buy
0 Hold
0 Sell
Strong Buy
Nvidia Corporation
3.69%
$6.13B
$4.43T
31.60%
35 Buy
1 Hold
1 Sell
Strong Buy
Royal Caribbean Cruises
2.78%
$4.62B
$86.07B
57.51%
11 Buy
2 Hold
0 Sell
Strong Buy
British American Tobacco (UK)
2.61%
$4.33B
£84.13B
46.73%
5 Buy
2 Hold
2 Sell
Moderate Buy
Eli Lilly And Company
2.52%
$4.18B
$777.08B
-7.53%
18 Buy
4 Hold
0 Sell
Strong Buy
Ge Aerospace
2.41%
$4.00B
$323.18B
69.66%
8 Buy
0 Hold
0 Sell
Strong Buy
Rows:
10

Sector Breakdown

28.59%Technology12.91%Industrials11.93%Consumer Cyclical11.54%Communication Services11.29%Healthcare9.75%Financial6.41%Consumer Defensive2.77%Basic Materials1.76%Utilities1.73%Energy1.32%Real Estate28.59%Technology
Technology
28.59%
Industrials
12.91%
Consumer Cyclical
11.93%
Communication Services
11.54%
Healthcare
11.29%
Financial
9.75%
Consumer Defensive
6.41%
Basic Materials
2.77%
Utilities
1.76%
Energy
1.73%
Real Estate
1.32%

Countries Breakdown

86.86%United States3.92%United Kingdom1.17%Canada0.72%Denmark0.46%Japan0.28%France0.16%Germany0.12%Netherlands86.86%United States
United States
86.86%
United Kingdom
3.92%
Canada
1.17%
Denmark
0.72%
Japan
0.46%
France
0.28%
Germany
0.16%
Netherlands
0.12%

Breakdown By Smart Score

15.29%Outperform1033.03%Outperform913.90%Outperform811.71%Neutral712.31%Neutral64.13%Neutral55.99%Neutral42.46%Underperform31.10%Underperform20.08%Underperform18
The weighted average smart score of the RICHX Mutual Fund is 8
10
15.29%
9
33.03%
8
13.90%
7
11.71%
6
12.31%
5
4.13%
4
5.99%
3
2.46%
2
1.10%
1
0.08%

RICHX Mutual Funds FAQ

What are Mutual Funds RICHX’s top 3 holdings?
RICHX’s top 3 holdings are MSFT, AVGO, META.
    What is Mutual Funds RICHX’s holdings count?
    Mutual Funds RICHX’s is holdings 217 different assets.
      What are the total assets of Mutual Funds RICHX?
      Mutual Funds RICHX’s total assets are 166.35B.
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