NOTEX Holdings — Tax-Exempt Fund

All 377 reported holdings of Tax-Exempt Fund (NOTEX) by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assetsValue (USD)
Illinois State Toll 5.00%0.87%$6.50M
Triborough Bridge & 5.00%0.87%$6.47M
Kentucky Public Energ Var0.85%$6.35M
California Community Var0.85%$6.33M
City Of New York Ny Var0.81%$6.00M
School District Of 5.00%0.78%$5.84M
County Of Miami-Dad 3.00%0.73%$5.45M
City Of Salt Lake C 5.00%0.71%$5.32M
Commonwealth Of Mas 5.25%0.71%$5.26M
New York City Munic 5.00%0.70%$5.25M
Pennsylvania State 5.00%0.69%$5.13M
Main Street Natural G Var0.68%$5.06M
Tennergy Corp/tn Var0.68%$5.05M
City Of Shreveport 5.00%0.67%$5.02M
Permanent Universit 4.00%0.67%$5.02M
State Of Colorado 4.00%0.67%$5.01M
State Of California 5.25%0.67%$5.01M
Washington Health C 5.00%0.67%$5.00M
County Of Miami-Dad 5.00%0.67%$5.00M
Village Of Schaumbu 4.00%0.67%$4.99M
Fayette County Scho 4.00%0.66%$4.88M
Adams County School 5.25%0.65%$4.83M
Town Of Queen Creek 5.00%0.65%$4.82M
New York State Envi 4.00%0.63%$4.70M
Commonwealth Of Mas 5.00%0.63%$4.67M
New York State Dorm 5.00%0.62%$4.62M
County Of Bexar Tx 4.00%0.61%$4.53M
Wisconsin Health & 4.00%0.60%$4.47M
Health Care Authori 5.00%0.60%$4.45M
Oklahoma Water Res. 4.50%0.59%$4.39M
Omaha Public Power 5.00%0.58%$4.32M
Michigan State Hosp 5.00%0.57%$4.26M
Black Belt Energy G 5.00%0.57%$4.24M
State Of Illinois 5.00%0.57%$4.23M
State Of Washington 5.00%0.56%$4.19M
Maricopa County Indl. Var0.56%$4.16M
City Of Glens Falls 4.00%0.54%$4.04M
New York City Municip Var0.54%$4.04M
California Community Var0.54%$4.04M
Charlotte-Mecklenburg Var0.54%$4.00M
New York City Trans 3.00%0.53%$3.91M
Washington Health C 5.00%0.52%$3.87M
Louisville/jefferso 2.00%0.51%$3.84M
Port Of Seattle Wa 5.00%0.51%$3.82M
Wisconsin Health & Ed Var0.51%$3.81M
Harris County Cultu 5.00%0.51%$3.78M
California Community Var0.50%$3.75M
Lee County School B 5.00%0.50%$3.72M
Illinois State Univ 5.25%0.50%$3.70M
City Of Houston Tx 5.25%0.49%$3.68M
New York Liberty De 2.25%0.49%$3.67M
Louisiana Local Gov 2.50%0.49%$3.62M
City Of Orlando Fl 5.00%0.49%$3.62M
County Of Lee Fl Lo 5.25%0.48%$3.58M
Missouri Joint Muni 5.00%0.48%$3.56M
New York City Trans 5.00%0.48%$3.55M
Pefa, Inc. Var0.47%$3.53M
New York City Trans 3.00%0.47%$3.50M
Chicago O Hare Intl 5.00%0.46%$3.45M
Triborough Bridge & 5.25%0.46%$3.43M
District Of Columbi 5.00%0.45%$3.32M
Wisconsin Center Di 5.00%0.44%$3.29M
City Of Fort Myers 5.25%0.44%$3.26M
California Community Var0.44%$3.25M
Colorado Health Fac 5.00%0.43%$3.19M
South Broward Hospi 4.00%0.43%$3.19M
California Housing 3.50%0.43%$3.17M
Southeast Energy Auth Var0.43%$3.17M
New York City Trans 5.00%0.42%$3.13M
City Of Winter Gard 5.25%0.42%$3.11M
City Of Joliet Il W 5.25%0.42%$3.10M
City Of Los Angeles 5.00%0.42%$3.10M
Minnesota Municipal 5.00%0.41%$3.09M
New York City Trans 5.00%0.41%$3.08M
City Of New York Ny 5.00%0.41%$3.07M
Pasco County School 5.00%0.41%$3.07M
University Of Conne 5.25%0.41%$3.06M
Metropolitan Washin 5.00%0.41%$3.04M
Public Fin. Authori 5.25%0.41%$3.04M
Triborough Bridge & 5.00%0.41%$3.04M
Ni US Gov T Portfolio0.41%$3.03M
Black Belt Energy Gas Var0.41%$3.03M
City Of New Orleans 5.00%0.40%$3.01M
New York City Trans 5.25%0.40%$3.00M
Adams County School 5.50%0.39%$2.90M
Pennsylvania Turnpike Var0.38%$2.86M
District Of Columbi 5.00%0.38%$2.85M
County Of Miami-Dad 5.00%0.38%$2.83M
Texas Water Dev. Bo 4.25%0.37%$2.79M
City Of San Antonio 5.00%0.37%$2.78M
Louisiana Stadium & 5.25%0.37%$2.77M
Port Authority Of N 5.00%0.37%$2.77M
California Health Fac Var0.37%$2.75M
Metropolitan Transp 5.00%0.37%$2.73M
Massachusetts Port 5.00%0.37%$2.73M
Troy City School Di 5.00%0.36%$2.72M
City Of Phoenix Civ 5.00%0.36%$2.72M
Chicago Midway Intl 5.00%0.36%$2.71M
State Of Ohio Var0.36%$2.70M
University Of Wisco 4.25%0.36%$2.66M
Colorado Health Facil Var0.35%$2.63M
Port Authority Of H 5.00%0.35%$2.62M
New York State Dorm 5.25%0.35%$2.61M
Louisiana Public Fa 5.25%0.35%$2.59M
Pennsylvania Turnpi 5.00%0.34%$2.57M
Commonwealth Of Mas 5.00%0.34%$2.57M
Port Authority Of H 5.00%0.34%$2.54M
Wyoming City School D 5%0.34%$2.54M
City Of Springfield 5.00%0.34%$2.53M
Colorado Educationa 5.00%0.34%$2.53M
County Of Broward F 5.00%0.34%$2.52M
County Of Jefferson 5.50%0.34%$2.52M
County Of Miami-Dad 4.00%0.34%$2.51M
Health & Educationa 5.00%0.34%$2.50M
Municipal Electric 5.50%0.34%$2.50M
Trinity River Autho 5.00%0.33%$2.49M
Los Angeles Dept. O 5.00%0.33%$2.48M
City Of Austin Tx W 5.00%0.33%$2.47M
Illinois State Toll 5.00%0.33%$2.44M
County Of Lee Fl Ai 5.25%0.32%$2.38M
Municipality Of Anc 5.50%0.32%$2.37M
County Of Broward F 5.00%0.31%$2.31M
Texas Water Dev. Bo 5.00%0.31%$2.29M
Massachusetts Bay T 0.00%0.30%$2.27M
Little Rock School 2.00%0.30%$2.22M
Delaware State Econom Var0.30%$2.21M
State Of Illinois S 5.00%0.30%$2.21M
Patriots Energy Gro 4.00%0.29%$2.19M
City Of New York Ny Var0.29%$2.17M
Pennsylvania Econom 5.00%0.29%$2.17M
City Of Atlanta Ga 5.00%0.29%$2.16M
Tarrant County Cultur Var0.29%$2.14M
Patriots Energy Grp. Var0.29%$2.14M
City & County Of De 5.00%0.29%$2.13M
Chicago O Hare Intl 5.00%0.28%$2.12M
Cook County Communi 5.50%0.28%$2.11M
Oklahoma Capitol Im 5.25%0.28%$2.11M
District Of Columbi 5.00%0.28%$2.11M
Port Authority Of N 5.00%0.28%$2.10M
State Of Illinois 5.25%0.28%$2.10M
Philadelphia Author 6.00%0.28%$2.09M
Indiana Fin. Authorit Var0.28%$2.09M
New Jersey Transpor 5.00%0.28%$2.08M
Indianapolis Local 5.25%0.28%$2.08M
Idaho Housing & Fin 5.00%0.28%$2.08M
Chicago O Hare Intl 5.25%0.28%$2.07M
City & County Of Ho 5.00%0.28%$2.05M
City Of Chicago Il 5.25%0.28%$2.05M
City & County Of De 5.00%0.27%$2.04M
Colorado Educationa 5.00%0.27%$2.03M
Chandler Indl. Dev. A Var0.27%$2.03M
Lawton Indl. Dev. A 5.00%0.27%$2.03M
California Educatio 5.25%0.27%$2.03M
City Of Springboro 4.00%0.27%$2.02M
California Municipa 5.00%0.27%$2.02M
City Of Kent Wa 5.00%0.27%$2.01M
New York State Dorm 5.00%0.27%$2.01M
Louisiana Public Fa 5.00%0.27%$2.00M
Miami-Dade County E 5.25%0.27%$2.00M
Greater Orlando Avi 5.00%0.27%$1.98M
Central Texas Turnp 5.00%0.26%$1.95M
State Of Connecticu 5.00%0.26%$1.95M
Illinois Fin. Authori Var0.26%$1.94M
Illinois Finance Au 3.25%0.26%$1.93M
West Bloomfield Sch 5.00%0.25%$1.87M
Florida Development 5.00%0.25%$1.85M
Huffman Independent 5.25%0.25%$1.84M
Michigan State Hous 4.10%0.25%$1.83M
Kentucky State Prop 5.00%0.24%$1.80M
County Of Broward F 5.00%0.24%$1.80M
Chicago Park Distri 5.00%0.24%$1.80M
Tampa Bay Water 5.00%0.24%$1.77M
Illinois Educationa 3.90%0.24%$1.75M
Port Authority Of N 2.00%0.23%$1.73M
Colorado Educationa 5.00%0.23%$1.68M
New York Transporta 5.25%0.22%$1.67M
Washington & Multno 0.00%0.22%$1.67M
City & County Of De 0.00%0.22%$1.66M
State Of Connecticu 5.00%0.22%$1.66M
Twin Rivers Unified 5.00%0.22%$1.65M
New York City Trans 5.00%0.22%$1.64M
Chicago O Hare Intl 5.00%0.22%$1.64M
Wyoming City School D 5%0.22%$1.63M
Metropolitan Nashvi 5.00%0.22%$1.61M
Whatcom County Publ 5.50%0.21%$1.60M
Round Rock Independ 5.00%0.21%$1.60M
University Of Kansa 5.25%0.21%$1.59M
City Of New York Ny 5.25%0.21%$1.59M
Black Belt Energy Gas Var0.21%$1.58M
County Of Ohio Wv S 5.25%0.21%$1.58M
County Of Pinal Az 5.25%0.21%$1.58M
Main Street Natural G Var0.21%$1.57M
State Of Illinois 5.00%0.21%$1.57M
Indiana Fin. Author 5.00%0.21%$1.56M
Rockingham County E 3.00%0.21%$1.56M
Rhode Island Infra. 5.00%0.21%$1.55M
Dallas Fort Worth I 5.25%0.21%$1.55M
Delaware Valley Reg 5.50%0.21%$1.55M
Roma Independent Sc 5.00%0.21%$1.54M
Lincoln Cons. Schoo 5.00%0.21%$1.54M
University Of Calif 5.00%0.21%$1.53M
Chicago Park Distri 5.00%0.21%$1.53M
Metropolitan Transp 5.00%0.21%$1.53M
Ogden City Redevelo 5.00%0.21%$1.53M
City Of New York Ny 5.00%0.20%$1.52M
Chandler Indl. Dev. A Var0.20%$1.52M
San Francisco City 5.00%0.20%$1.51M
Massachusetts Dev. 5.25%0.20%$1.51M
City & County Of De 5.00%0.20%$1.51M
City & County Of De 0.00%0.20%$1.50M
Illinois Fin. Auth 5.125%0.20%$1.50M
Indiana Finance Autho Var0.20%$1.50M
Chicago Board Of Ed 5.75%0.20%$1.50M
County Of Carroll Ky Var0.20%$1.48M
Washington State H 4.375%0.20%$1.48M
Los Angeles Dept. O 5.00%0.20%$1.47M
Arizona Board Of Re 5.00%0.20%$1.47M
Tarrant County Cultur Var0.20%$1.47M
Washington Local S 3.125%0.19%$1.45M
Central Brown Count 5.00%0.19%$1.44M
County Of Grant Wa 5.25%0.19%$1.42M
New Jersey Transpor 5.00%0.19%$1.41M
California Municipa 5.00%0.19%$1.41M
City Of Minneapolis 5.00%0.19%$1.41M
Wisconsin Health & 4.125%0.19%$1.39M
State Of New York M 2.05%0.18%$1.36M
Delaware State Heal 5.00%0.18%$1.36M
County Of Seminole 5.00%0.18%$1.35M
L Anse Creuse Publi 5.00%0.18%$1.34M
City Of El Paso Tx 5.00%0.18%$1.31M
Health & Educationa 5.00%0.18%$1.31M
Clackamas County Sc 0.00%0.17%$1.30M
Ips Multi-School Bl 5.00%0.17%$1.30M
Guthrie County Hosp 4.50%0.17%$1.30M
City Of Oakland Ca 5.00%0.17%$1.29M
Los Angeles Dept. O 5.00%0.17%$1.28M
New York City Housi 3.00%0.17%$1.26M
Southfield Public S 5.25%0.17%$1.25M
Poway Unified Schoo 5.00%0.17%$1.25M
County Of Broward F 5.00%0.17%$1.25M
New York City Housi 3.00%0.17%$1.24M
Casino Reinvestment 5.00%0.16%$1.23M
Sangamon County Sch 5.00%0.16%$1.20M
New York City Trans 5.00%0.16%$1.20M
Illinois Fin. Authori 5%0.16%$1.18M
Richmond County Boa 5.00%0.16%$1.16M
Central Weld County 5.00%0.15%$1.15M
Cook County Townshi 5.00%0.15%$1.15M
South Lyon Communit 5.00%0.15%$1.15M
Missouri Dev. Fin. 5.50%0.15%$1.14M
State Of Texas 5.00%0.15%$1.14M
North Miami Communi 5.00%0.15%$1.13M
Public Utility Dist 5.00%0.15%$1.13M
Pasco Public Facili 5.00%0.15%$1.13M
Indiana Finance Autho Var0.15%$1.12M
City Of Grand Forks 3.00%0.15%$1.12M
Los Angeles Dept. O 5.00%0.15%$1.12M
City Of El Paso Tx 5.00%0.15%$1.12M
City Of New York Ny 5.00%0.15%$1.12M
Maryland Health & H 5.00%0.15%$1.11M
Wisconsin Health & 4.40%0.15%$1.10M
Wayne County Airpor 5.00%0.15%$1.10M
California Health Fac Var0.15%$1.10M
County Of Broward F 5.00%0.15%$1.10M
California Community Var0.15%$1.09M
Howell Public Schoo 5.00%0.15%$1.09M
Maryland Health & H 5.00%0.15%$1.08M
Howell Public Schoo 5.00%0.14%$1.08M
State Of California 5.00%0.14%$1.08M
Republic School Dis 5.00%0.14%$1.08M
Chicago O Hare Intl 5.00%0.14%$1.07M
Southeast Energy Auth Var0.14%$1.06M
New York Transporta 6.00%0.14%$1.06M
Illinois Fin. Authori Var0.14%$1.06M
New York City Munic 5.00%0.14%$1.06M
Indiana Fin. Author 5.00%0.14%$1.06M
Hamilton County Pub 5.00%0.14%$1.06M
Pinal County School 5.00%0.14%$1.05M
Municipal Improveme 5.00%0.14%$1.05M
City & County Of De 5.00%0.14%$1.05M
Metro Water Recover 5.00%0.14%$1.04M
Ips Multi-School Bl 5.00%0.14%$1.04M
New York City Trans 5.25%0.14%$1.04M
North Miami Communi 5.00%0.14%$1.04M
State Of Illinois 5.25%0.14%$1.04M
City Of Lakeland Fl 5.00%0.14%$1.04M
Port Authority Of N 5.00%0.14%$1.04M
Oakland University 5.00%0.14%$1.04M
City Of Chicago Il 6.00%0.14%$1.03M
Maryland Health & H 5.00%0.14%$1.03M
Great Lakes Water A 5.25%0.14%$1.03M
Cumberland County M 5.25%0.14%$1.02M
Warren Cons. School 5.00%0.14%$1.02M
Central Weld County 5.00%0.14%$1.02M
Douglas County Hosp 5.00%0.14%$1.01M
Public Fin. Authori 5.25%0.14%$1.01M
Black Belt Energy Gas Var0.14%$1.01M
State Of Washington 5%0.14%$1.01M
Black Belt Energy Gas Var0.14%$1.01M
Utica Community Sch 5.00%0.13%$1.00M
Lebanon Reorganized 5.50%0.13%$998.56K
Denver Health & Ho 5.125%0.13%$987.21K
Colorado Health Fac 4.00%0.13%$981.13K
North Carolina Medi 5.00%0.13%$969.08K
Massachusetts Water 5.00%0.13%$950.77K
City Of Kansas City 4.00%0.13%$935.13K
Indianapolis Local 5.00%0.12%$922.23K
Clark County Public 5.00%0.12%$922.78K
New Mexico Mtge. Fi 4.30%0.12%$916.73K
Arizona Industrial 4.00%0.12%$914.95K
Maryland Health & H 5.00%0.12%$908.51K
City Of Aiken Sc 4.00%0.12%$907.43K
Tarrant County Cult 5.00%0.12%$904.84K
Delaware County Reg 5.00%0.12%$866.41K
New Mexico Mortgage 4.00%0.12%$863.49K
California School F 4.00%0.11%$853.72K
Alameda Corridor Tran Stp0.11%$849.19K
Truman Independent 5.00%0.11%$843.78K
Delaware County Reg 5.00%0.11%$821.44K
Providence Public B 5.00%0.11%$813.99K
Noblesville Redevel 5.00%0.11%$813.65K
Howell Public Schoo 5.00%0.11%$804.05K
Virginia Small Busi 3.00%0.11%$802.58K
Howell Public Schoo 5.00%0.11%$797.72K
City Of Aurora Il W 4.00%0.10%$781.78K
Maricopa County Sch 5.00%0.10%$776.64K
Municipal Improveme 5.00%0.10%$769.18K
Yuma Indl. Dev. Aut 5.00%0.10%$748.27K
Westfield School Di 5.00%0.10%$732.66K
New York State Dorm 5.00%0.10%$728.69K
City Of Fishers In 3.00%0.10%$727.86K
Yuma Indl. Dev. Aut 5.00%0.10%$725.91K
Mobile County Board 5.00%0.10%$725.10K
Little Rock School 2.25%0.10%$723.47K
North Carolina Hous 3.00%0.10%$720.54K
Columbus Regional A 5.00%0.10%$713.18K
Union County Hospit 5.00%0.09%$704.19K
California Municipa 3.00%0.09%$702.45K
Tarrant County Cult 5.00%0.09%$670.65K
Northwest Allen Sch 5.00%0.09%$659.76K
New York Transporta 5.00%0.09%$652.01K
Mississippi Busine 2.375%0.09%$646.49K
Greater New Orleans 5.00%0.09%$646.34K
Oregon City School 0.00%0.09%$635.00K
Tarrant County Cult 5.00%0.08%$632.93K
Arizona Board Of Re 5.00%0.08%$630.44K
L Anse Creuse Publi 5.00%0.08%$628.19K
State Of Connecticu 5.00%0.08%$624.71K
Louisville/jefferso 5.00%0.08%$606.62K
New York Transporta 5.00%0.08%$595.14K
Twin Rivers Unified 5.00%0.08%$582.25K
Hutto Independent Sch Var0.08%$565.09K
North Carolina Med 5.125%0.07%$557.00K
Tooele County Schoo 5.00%0.07%$550.43K
Alaska Railroad Cor 6.00%0.07%$537.54K
Massachusetts Dev. 6.00%0.07%$534.70K
Rhode Island Infra. 5.00%0.07%$529.44K
Limestone County Wa 5.00%0.07%$528.35K
Public Fin. Authori 5.00%0.07%$527.27K
Public Fin. Authori 5.00%0.07%$504.47K
Main Street Natural 5.00%0.07%$503.67K
Greater New Orleans 5.00%0.06%$482.68K
Illinois Finance Au 5.25%0.06%$475.38K
Mobile County Board 5.00%0.06%$438.34K
Alaska Railroad Cor 5.50%0.06%$414.92K
Palm Beach County E 5.00%0.05%$374.92K
Oklahoma Capitol Im 5.00%0.04%$300.75K
Adams County School 5.25%0.03%$228.85K
Northeast Ohio Medi 4.00%0.03%$196.88K
Clackamas County Sc 0.00%0.02%$157.06K
State Of California 5.75%0.01%$75.21K
Marion & Ralls Coun 5.75%0.01%$55.79K
Tennessee Housing 3.375%0.01%$47.10K
Montana Board Of Ho 3.90%0.01%$44.45K
Wisconsin Health & 4.00%0.01%$40.07K
West Ottawa Public 5.00%0.00%$26.43K
New York State Dorm 5.00%0.00%$5.28K

NOTEX overview: performance, fees, allocation and SEC filings