AMVYX Holdings — Mid Cap Value Fund

All 133 reported holdings of Mid Cap Value Fund (AMVYX) by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assetsValue (USD)
Zimmer Biomet Holdings Inc2.44%$136.00M
Baker Hughes Co2.18%$121.69M
Henry Schein Inc1.97%$109.77M
Commerce Bancshares Inc/MO1.87%$104.39M
Evergy Inc1.86%$103.92M
Marsh & McLennan Cos Inc1.77%$98.57M
Xcel Energy Inc1.72%$96.13M
Labcorp Holdings Inc1.72%$96.03M
Packaging Corp of America1.67%$93.00M
Reinsurance Group of America Inc1.66%$92.67M
L3Harris Technologies Inc1.65%$91.85M
Bunzl PLC1.60%$89.34M
CSX Corp1.51%$84.27M
ONE Gas Inc1.51%$84.26M
Becton Dickinson & Co1.47%$81.67M
Enterprise Products Partners LP1.46%$81.45M
Realty Income Corp1.41%$78.72M
Northern Trust Corp1.40%$77.78M
Willis Towers Watson PLC1.40%$77.75M
MSC Industrial Direct Co Inc1.38%$77.12M
Equity Residential1.38%$76.88M
GE HealthCare Technologies Inc1.37%$76.40M
Prosperity Bancshares Inc1.35%$75.22M
Diamondback Energy Inc1.24%$69.04M
Kenvue Inc1.23%$68.59M
Kimberly-Clark Corp1.20%$67.04M
US Bancorp1.20%$66.80M
Truist Financial Corp1.18%$65.68M
F5 Inc1.14%$63.65M
Teradyne Inc1.14%$63.63M
Phillips 661.07%$59.41M
Koninklijke Ahold Delhaize NV1.05%$58.76M
Eversource Energy1.03%$57.17M
Allstate Corp/The1.02%$57.09M
Infineon Technologies AG1.00%$55.64M
Medtronic PLC0.99%$55.38M
Universal Health Services Inc0.99%$55.34M
Norfolk Southern Corp0.99%$55.27M
Northwestern Energy Group Inc0.99%$55.05M
Quest Diagnostics Inc0.99%$55.03M
Duke Energy Corp0.98%$54.52M
Amdocs Ltd0.92%$51.51M
PulteGroup Inc0.89%$49.74M
Cognizant Technology Solutions Corp0.87%$48.61M
A O Smith Corp0.87%$48.44M
Spire Inc0.86%$47.76M
American Tower Corp0.84%$47.06M
PPL Corp0.83%$46.44M
Akamai Technologies Inc0.83%$46.14M
IQVIA Holdings Inc0.82%$45.91M
Ventas Inc0.82%$45.67M
State Street Bank & Trust Co0.79%$44.08M
Reliance Inc0.79%$44.02M
Public Storage/new0.78%$43.60M
Envista Holdings Corp0.76%$42.58M
Cummins Inc0.76%$42.37M
PPG Industries Inc0.75%$42.01M
Healthpeak Properties Inc0.75%$41.77M
Amrize Ltd0.75%$41.76M
SLB Ltd0.74%$41.47M
Ameriprise Financial Inc0.74%$41.45M
Sensata Technologies Holding PLC0.71%$39.52M
Timken Co/The0.71%$39.51M
Heineken NV0.71%$39.31M
Coterra Energy Inc0.70%$38.77M
T Rowe Price Group Inc0.68%$37.95M
NXP Semiconductors NV0.67%$37.60M
Daikin Industries Ltd0.67%$37.52M
HP Inc0.66%$37.04M
Owens Corning0.66%$36.75M
First Hawaiian Inc0.65%$36.43M
CDW Corp/DE0.64%$35.82M
Oshkosh Corp0.60%$33.69M
Mondelez International Inc0.60%$33.64M
EQT Corp0.57%$31.64M
Westamerica BanCorp0.57%$31.53M
Ralliant Corp0.56%$31.15M
Masco Corp0.56%$31.03M
Gentex Corp0.54%$30.26M
Sysco Corp0.54%$30.14M
BorgWarner Inc0.53%$29.80M
ONEOK Inc0.52%$28.99M
Sunbelt Rentals Holdings Inc0.52%$28.92M
Southwest Airlines Co0.52%$28.86M
Fortive Corp0.51%$28.26M
Waters Corp0.50%$27.95M
Cie Generale des Etablissements Michelin SCA0.48%$27.02M
PACCAR Inc0.48%$26.68M
Mohawk Industries Inc0.48%$26.49M
Publicis Groupe SA0.47%$26.36M
Pernod Ricard SA0.46%$25.40M
Toro Co/The0.45%$25.32M
CareTrust REIT Inc0.44%$24.49M
Henkel AG & Co KGaA0.43%$24.18M
Sodexo SA0.43%$23.92M
Hanover Insurance Group Inc/The0.42%$23.55M
Raymond James Financial Inc0.42%$23.52M
VICI Properties Inc0.42%$23.26M
Agree Realty Corp0.41%$22.73M
Cencora Inc0.41%$22.72M
Vontier Corp0.41%$22.70M
Regency Centers Corp0.40%$22.09M
Hexcel Corp0.39%$21.81M
TE Connectivity PLC0.37%$20.47M
Target Corp0.37%$20.40M
Stanley Black & Decker Inc0.37%$20.39M
Republic Services Inc0.36%$19.87M
IDEX Corp0.33%$18.58M
Essex Property Trust Inc0.32%$18.03M
Clorox Co/The0.32%$17.94M
Iron Mountain Inc0.31%$17.43M
Bank of New York Mellon Corp/The0.28%$15.47M
Dover Corp0.27%$15.21M
Magnum Ice Cream Co NV/The0.21%$11.46M
Colgate-Palmolive Co0.10%$5.48M
Reckitt Benckiser Group PLC0.09%$5.00M
ABM Industries Inc0.07%$3.89M
Bank Of America N.a.0.01%$753.39K
Goldman Sachs + Co. LLC0.01%$717.73K
Citibank N.a.0.01%$412.06K
Ubs AG0.01%$390.28K
Goldman Sachs + Co. LLC0.01%$388.11K
Morgan Stanley And Co., LLC0.01%$362.85K
State Street Navigator Securities Lending Trust - State Street Navigator Securities Lending Government Money Market Portfolio0.01%$320.85K
State Street Institutional US Government Money Market Fund0.00%$129.76K
Morgan Stanley And Co., LLC0.00%$50.62K
Bank Of America N.a.0.00%$14.73K
Bank Of America N.a.0.00%$9.41K
JPMorgan Chase Bank N.a0.00%$985
Bank Of America N.a.-0.00%$-4.40K
Bank Of America N.a.-0.00%$-9.13K
Bank Of America N.a.-0.00%$-10.34K
JPMorgan Chase Bank N.a-0.00%$-96.24K

AMVYX overview: performance, fees, allocation and SEC filings