NOTEX Holdings — Tax-Exempt Fund

All 397 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)
Triborough Bridge & 5.00%0.85%$6.60M
California Community Var0.82%$6.39M
Kentucky Public Energ Var0.81%$6.36M
School District Of 5.00%0.75%$5.82M
County Of Miami-Dad 3.00%0.72%$5.62M
City Of Salt Lake C 5.00%0.69%$5.35M
Commonwealth Of Mas 5.25%0.68%$5.34M
Pennsylvania State 5.00%0.66%$5.16M
Main Street Natural G Var0.65%$5.06M
Tennergy Corp/tn Var0.65%$5.06M
State Of Colorado 4.00%0.65%$5.04M
City Of Shreveport 5.00%0.64%$5.02M
County Of Miami-Dad 5.00%0.64%$5.01M
Washington Health C 5.00%0.64%$5.00M
Village Of Schaumbu 4.00%0.64%$5.00M
Town Of Queen Creek 5.00%0.63%$4.91M
County Of Bexar Tx 4.00%0.63%$4.88M
Texas Transportatio 5.00%0.62%$4.80M
Commonwealth Of Mas 5.00%0.61%$4.75M
New York State Dorm 5.00%0.59%$4.62M
Wisconsin Health & 4.00%0.58%$4.51M
Health Care Authori 5.00%0.58%$4.49M
Oklahoma Water Res. 4.50%0.57%$4.44M
Omaha Public Power 5.00%0.56%$4.33M
State Of Washington 5.00%0.55%$4.28M
Michigan State Hosp 5.00%0.54%$4.25M
Black Belt Energy G 5.00%0.54%$4.23M
State Of Illinois 5.00%0.54%$4.23M
New York City Trans 3.00%0.53%$4.16M
Maricopa County Indl. Var0.53%$4.14M
Public Fin. Authori 5.00%0.53%$4.13M
California Community Var0.52%$4.06M
City Of Glens Falls 4.00%0.52%$4.03M
Washington Health C 5.00%0.50%$3.92M
Louisville/jefferso 2.00%0.50%$3.90M
Port Of Seattle Wa 5.00%0.49%$3.86M
Wisconsin Health & Ed Var0.49%$3.83M
School Board Of Mia 5.00%0.49%$3.82M
California Community Var0.49%$3.79M
Lee County School B 5.00%0.49%$3.78M
Illinois State Univ 5.25%0.48%$3.78M
Harris County Cultu 5.00%0.48%$3.75M
City Of Houston Tx 5.25%0.48%$3.74M
New York Liberty De 2.25%0.48%$3.73M
New York City Trans 3.00%0.48%$3.72M
Louisiana Local Gov 2.50%0.47%$3.70M
Public Fin. Authori 5.00%0.47%$3.68M
City Of Orlando Fl 5.00%0.47%$3.68M
Missouri Joint Muni 5.00%0.47%$3.64M
Nebraska Public Pow 5.00%0.46%$3.63M
New York City Trans 5.00%0.45%$3.55M
Pefa, Inc. Var0.45%$3.51M
Triborough Bridge & 5.25%0.45%$3.51M
Summit County Resor 5.00%0.43%$3.36M
City Of Fort Myers 5.25%0.43%$3.33M
District Of Columbi 5.00%0.42%$3.30M
South Broward Hospi 4.00%0.42%$3.24M
California Community Var0.41%$3.24M
New York City Trans 5.00%0.41%$3.21M
City Of Winter Gard 5.25%0.41%$3.20M
Southeast Energy Auth Var0.41%$3.20M
Colorado Health Fac 5.00%0.41%$3.19M
California Housing 3.50%0.41%$3.18M
City Of Joliet Il W 5.25%0.41%$3.16M
Minnesota Municipal 5.00%0.40%$3.13M
City Of Los Angeles 5.00%0.40%$3.10M
Triborough Bridge & 5.00%0.40%$3.10M
New York City Trans 5.00%0.40%$3.10M
Pasco County School 5.00%0.40%$3.09M
City Of New York Ny 5.00%0.39%$3.07M
New York City Trans 5.25%0.39%$3.07M
Black Belt Energy Gas Var0.39%$3.07M
City Of New Orleans 5.00%0.39%$3.06M
Metropolitan Washin 5.00%0.39%$3.06M
Georgia Housing & F 4.40%0.39%$3.04M
Public Fin. Authori 5.25%0.39%$3.04M
Adams County School 5.50%0.38%$2.96M
Kentucky Bd. Dev. Cor Var0.38%$2.96M
Texas Water Dev. Bo 4.25%0.37%$2.91M
District Of Columbi 5.00%0.37%$2.90M
Pennsylvania Turnpike Var0.37%$2.86M
City Of San Antonio 5.00%0.36%$2.81M
Louisiana Stadium & 5.25%0.36%$2.80M
Port Authority Of N 5.00%0.36%$2.78M
California Health Fac Var0.36%$2.78M
Metropolitan Transp 5.00%0.35%$2.77M
Troy City School Di 5.00%0.35%$2.75M
Maryland State Tran 5.00%0.35%$2.74M
Paulding County Hos 5.00%0.35%$2.73M
Massachusetts Port 5.00%0.35%$2.73M
Chicago Midway Intl 5.00%0.35%$2.72M
City Of Phoenix Civ 5.00%0.35%$2.72M
State Of Ohio 5.00%0.34%$2.64M
City Of Chicago Il 5.00%0.34%$2.64M
Louisiana Public Fa 5.25%0.34%$2.63M
Port Authority Of H 5.00%0.34%$2.62M
Colorado Health Facil Var0.34%$2.62M
New York State Dorm 5.25%0.33%$2.61M
Ni US Gov T Portfolio0.33%$2.60M
County Of Brazos Tx 4.25%0.33%$2.59M
Wyoming City School D 5%0.33%$2.59M
Pennsylvania Turnpi 5.00%0.33%$2.58M
Indiana Fin. Author 5.00%0.33%$2.56M
City Of Springfield 5.00%0.33%$2.56M
County Of Jefferson 5.50%0.33%$2.55M
Trinity River Autho 5.00%0.33%$2.55M
County Of Broward F 5.00%0.32%$2.53M
Metropolitan Washin 4.00%0.32%$2.52M
City Of Rochester M 4.00%0.32%$2.51M
City Of Austin Tx W 5.00%0.32%$2.51M
County Of Miami-Dad 4.00%0.32%$2.51M
Health & Educationa 5.00%0.32%$2.50M
Municipal Electric 5.50%0.32%$2.50M
Los Angeles Dept. O 5.00%0.32%$2.48M
Fayette County Scho 4.00%0.32%$2.47M
County Of Lee Fl Ai 5.25%0.31%$2.42M
Municipality Of Anc 5.50%0.30%$2.38M
Ohio Water Dev. Aut 5.00%0.30%$2.32M
County Of Broward F 5.00%0.29%$2.30M
Great Lakes Water A 5.00%0.29%$2.29M
Massachusetts Bay T 0.00%0.29%$2.29M
North Carolina Medi 5.00%0.29%$2.29M
Commonwealth Of Mas 5.00%0.29%$2.28M
City Of St Cloud Mn 5.00%0.29%$2.27M
Delaware State Econom Var0.29%$2.27M
Patriots Energy Gro 4.00%0.29%$2.27M
Little Rock School 2.00%0.29%$2.27M
Portage Public Scho 5.00%0.29%$2.25M
State Of Illinois S 5.00%0.29%$2.23M
Black Belt Energy G 5.00%0.28%$2.22M
Pennsylvania Econom 5.00%0.28%$2.21M
Maricopa County Ind 5.00%0.28%$2.20M
City Of Atlanta Ga 5.00%0.28%$2.18M
Philadelphia Author 6.00%0.28%$2.18M
Chicago O Hare Intl 5.00%0.28%$2.17M
Oklahoma Capitol Im 5.25%0.28%$2.17M
King County Public 5.50%0.28%$2.16M
City Of Chicago Il 5.00%0.28%$2.16M
City & County Of De 5.00%0.28%$2.16M
Cook County Communi 5.50%0.28%$2.15M
Patriots Energy Grp. Var0.28%$2.15M
State Of Illinois 5.25%0.27%$2.13M
Tarrant County Cultur Var0.27%$2.13M
Indianapolis Local 5.25%0.27%$2.13M
Chicago Midway Intl 5.00%0.27%$2.12M
Chicago O Hare Intl 5.25%0.27%$2.12M
New Jersey Transpor 5.00%0.27%$2.11M
Idaho Housing & Fin 5.00%0.27%$2.10M
Port Authority Of N 5.00%0.27%$2.09M
Port Of Everett Wa 5.00%0.27%$2.09M
Colorado Educationa 5.00%0.27%$2.08M
University Of Conne 5.25%0.27%$2.08M
City Of Chicago Il 5.25%0.27%$2.08M
Indiana Fin. Authorit Var0.27%$2.08M
California Educatio 5.25%0.27%$2.07M
City Of Kent Wa 5.00%0.27%$2.07M
Lawton Indl. Dev. A 5.00%0.27%$2.07M
City & County Of Ho 5.00%0.26%$2.06M
City & County Of De 5.00%0.26%$2.04M
California Municipa 5.00%0.26%$2.04M
Chandler Indl. Dev. A Var0.26%$2.02M
City Of Springboro 4.00%0.26%$2.01M
City Of San Marcos 4.00%0.26%$2.00M
New York State Dorm 5.00%0.26%$2.00M
Village Of Westmont 5.00%0.26%$2.00M
Louisiana Public Fa 5.00%0.26%$2.00M
Florida Development 5.00%0.26%$2.00M
Utah Municipal Powe 5.00%0.26%$2.00M
Illinois Finance Au 3.25%0.26%$1.99M
Greater Orlando Avi 5.00%0.26%$1.99M
Metropolitan Gov. N 5.00%0.25%$1.98M
Central Texas Turnp 5.00%0.25%$1.97M
Indiana Fin. Author 5.00%0.25%$1.96M
Illinois Fin. Authori Var0.25%$1.96M
State Of Connecticu 5.00%0.25%$1.95M
Village Of Westmont 5.00%0.25%$1.91M
West Bloomfield Sch 5.00%0.25%$1.91M
Huffman Independent 5.25%0.24%$1.87M
Michigan State Hous 4.10%0.24%$1.86M
Kentucky State Prop 5.00%0.24%$1.85M
Chicago Park Distri 5.00%0.23%$1.83M
Port Authority Of N 2.00%0.23%$1.80M
County Of Broward F 5.00%0.23%$1.80M
Illinois Educationa 3.90%0.23%$1.76M
Tampa Bay Water 5.00%0.23%$1.76M
Kenowa Hills Public 5.00%0.22%$1.75M
Washington & Multno 0.00%0.22%$1.74M
Colorado Educationa 5.00%0.22%$1.72M
City & County Of De 0.00%0.22%$1.72M
New York Transporta 5.25%0.22%$1.69M
State Of Connecticu 5.00%0.22%$1.68M
New York City Trans 5.00%0.21%$1.67M
Wyoming City School D 5%0.21%$1.67M
Chicago O Hare Intl 5.00%0.21%$1.65M
City Of New York Ny 5.25%0.21%$1.63M
Whatcom County Publ 5.50%0.21%$1.63M
University Of Kansa 5.25%0.21%$1.63M
County Of Ohio Wv S 5.25%0.21%$1.62M
County Of Pinal Az 5.25%0.21%$1.61M
Metropolitan Nashvi 5.00%0.21%$1.61M
Pennsylvania Higher 5.00%0.21%$1.60M
Round Rock Independ 5.00%0.21%$1.60M
Main Street Natural G Var0.21%$1.60M
Indiana Fin. Author 5.00%0.20%$1.59M
State Of Illinois 5.00%0.20%$1.59M
California Municipa 5.00%0.20%$1.59M
Pennsylvania Higher 5.00%0.20%$1.59M
Rockingham County E 3.00%0.20%$1.58M
Black Belt Energy G 5.00%0.20%$1.58M
Black Belt Energy Gas Var0.20%$1.58M
Metropolitan Transp 5.00%0.20%$1.57M
Dallas Fort Worth I 5.25%0.20%$1.57M
City & County Of De 0.00%0.20%$1.57M
Roma Independent Sc 5.00%0.20%$1.57M
Public Fin. Authority Var0.20%$1.56M
Chicago Park Distri 5.00%0.20%$1.56M
Massachusetts Dev. 5.25%0.20%$1.54M
Delaware Valley Reg 5.50%0.20%$1.54M
Lincoln Cons. Schoo 5.00%0.20%$1.53M
Chicago Board Of Ed 5.75%0.20%$1.53M
Chandler Indl. Dev. A Var0.20%$1.52M
Illinois Fin. Auth 5.125%0.19%$1.52M
San Francisco City 5.00%0.19%$1.51M
Washington State H 4.375%0.19%$1.51M
City & County Of De 5.00%0.19%$1.50M
Tarrant County Cultur Var0.19%$1.50M
Arizona Board Of Re 5.00%0.19%$1.49M
County Of Carroll Ky Var0.19%$1.49M
Washington Local S 3.125%0.19%$1.49M
Los Angeles Dept. O 5.00%0.19%$1.48M
Maricopa County Ind 4.00%0.19%$1.48M
County Of Grant Wa 5.25%0.18%$1.44M
Central Brown Count 5.00%0.18%$1.44M
Nebraska Public Pow 5.00%0.18%$1.43M
New Jersey Transpor 5.00%0.18%$1.43M
California Municipa 5.00%0.18%$1.42M
Wisconsin Health & 4.125%0.18%$1.41M
City Of New Braunfe 5.00%0.18%$1.41M
City Of Minneapolis 5.00%0.18%$1.40M
County Of Seminole 5.00%0.18%$1.39M
State Of New York M 2.05%0.18%$1.38M
L Anse Creuse Publi 5.00%0.18%$1.37M
Delaware State Heal 5.00%0.17%$1.36M
State Of Illinois S 5.00%0.17%$1.33M
Clackamas County Sc 0.00%0.17%$1.32M
City Of Oakland Ca 5.00%0.17%$1.31M
Health & Educationa 5.00%0.17%$1.31M
Ips Multi-School Bl 5.00%0.17%$1.31M
New Hampshire Busin 4.25%0.17%$1.31M
Guthrie County Hosp 4.50%0.17%$1.30M
Los Angeles Dept. O 5.00%0.17%$1.29M
City Of Palm Coast 5.00%0.17%$1.29M
New York City Housi 3.00%0.17%$1.29M
Southfield Public S 5.25%0.16%$1.28M
Casino Reinvestment 5.00%0.16%$1.26M
Poway Unified Schoo 5.00%0.16%$1.25M
County Of Broward F 5.00%0.16%$1.24M
City Of Greenville 4.375%0.16%$1.24M
New York City Trans 5.00%0.16%$1.23M
New York City Housi 3.00%0.16%$1.22M
City Of Whiting In Var0.16%$1.22M
Cook County Townshi 5.00%0.15%$1.19M
Illinois Fin. Authori 5%0.15%$1.18M
Central Weld County 5.00%0.15%$1.18M
Missouri Dev. Fin. 5.50%0.15%$1.16M
North Miami Communi 5.00%0.15%$1.15M
City Of Grand Forks 3.00%0.15%$1.15M
Public Utility Dist 5.00%0.15%$1.15M
South Lyon Communit 5.00%0.15%$1.15M
State Of Texas 5.00%0.15%$1.15M
Pasco Public Facili 5.00%0.15%$1.14M
New York City Trans 5.00%0.15%$1.14M
City Of New York Ny 5.00%0.15%$1.13M
Los Angeles Dept. O 5.00%0.14%$1.13M
City Of El Paso Tx 5.00%0.14%$1.13M
Denver City Indepen 5.00%0.14%$1.12M
California Community Var0.14%$1.11M
Maryland Health & H 5.00%0.14%$1.11M
Wayne County Airpor 5.00%0.14%$1.11M
City Of Greenville 4.375%0.14%$1.11M
Howell Public Schoo 5.00%0.14%$1.11M
California Health Fac Var0.14%$1.10M
Wisconsin Health & 4.40%0.14%$1.10M
Howell Public Schoo 5.00%0.14%$1.10M
County Of Broward F 5.00%0.14%$1.09M
Republic School Dis 5.00%0.14%$1.09M
Chicago O Hare Intl 5.00%0.14%$1.09M
New York City Munic 5.00%0.14%$1.08M
Maryland Health & H 5.00%0.14%$1.08M
Johnson County Unif 5.00%0.14%$1.08M
New York Transporta 6.00%0.14%$1.08M
Indiana Fin. Author 5.00%0.14%$1.08M
Pinal County School 5.00%0.14%$1.08M
New York City Trans 5.00%0.14%$1.07M
Hamilton County Pub 5.00%0.14%$1.07M
Metro Water Recover 5.00%0.14%$1.07M
Southeast Energy Auth Var0.14%$1.06M
Illinois Fin. Authori Var0.14%$1.06M
City & County Of De 5.00%0.14%$1.06M
Great Lakes Water A 5.25%0.14%$1.06M
Ips Multi-School Bl 5.00%0.14%$1.06M
City Of Lakeland Fl 5.00%0.14%$1.06M
State Of Illinois 5.25%0.14%$1.06M
Cedar Rapids Commun 5.25%0.14%$1.06M
New York City Trans 5.25%0.14%$1.05M
North Miami Communi 5.00%0.14%$1.05M
Cumberland County M 5.25%0.14%$1.05M
City Of Chicago Il 6.00%0.14%$1.05M
Oakland University 5.00%0.13%$1.05M
Central Weld County 5.00%0.13%$1.04M
Public Fin. Authori 5.25%0.13%$1.03M
Port Authority Of N 5.00%0.13%$1.03M
Maryland Health & H 5.00%0.13%$1.03M
Palm Beach County 5.125%0.13%$1.02M
Lebanon Reorganized 5.50%0.13%$1.02M
Douglas County Hosp 5.00%0.13%$1.01M
Black Belt Energy Gas Var0.13%$1.01M
New York City Trans 5.00%0.13%$1.01M
Denver Health & Ho 5.125%0.13%$1.01M
Black Belt Energy Gas Var0.13%$1.00M
Colorado Health Fac 4.00%0.13%$989.99K
North Carolina Medi 5.00%0.13%$984.94K
City Of Kansas City 4.00%0.12%$967.52K
City Of Aiken Sc 4.00%0.12%$951.50K
Massachusetts Water 5.00%0.12%$949.19K
Arizona Industrial 4.00%0.12%$942.31K
Indianapolis Local 5.00%0.12%$939.00K
Clark County Public 5.00%0.12%$938.66K
New Mexico Mtge. Fi 4.30%0.12%$935.24K
California School F 4.00%0.12%$913.60K
Maryland Health & H 5.00%0.12%$907.32K
Alameda Corridor Tran Stp0.12%$904.87K
Tarrant County Cult 5.00%0.12%$900.83K
New Mexico Mortgage 4.00%0.11%$895.55K
Delaware County Reg 5.00%0.11%$866.42K
Truman Independent 5.00%0.11%$852.34K
Virginia Small Busi 3.00%0.11%$827.07K
Noblesville Redevel 5.00%0.11%$825.80K
Delaware County Reg 5.00%0.11%$821.44K
Howell Public Schoo 5.00%0.11%$820.55K
Howell Public Schoo 5.00%0.10%$813.92K
Providence Public B 5.00%0.10%$808.30K
City Of Aurora Il W 4.00%0.10%$791.27K
Maricopa County Sch 5.00%0.10%$786.52K
Municipal Improveme 5.00%0.10%$780.57K
Yuma Indl. Dev. Aut 5.00%0.10%$762.81K
City Of Fishers In 3.00%0.10%$760.44K
California Municipa 3.00%0.10%$753.57K
Little Rock School 2.25%0.10%$751.99K
North Carolina Hous 3.00%0.10%$745.41K
Westfield School Di 5.00%0.10%$743.45K
Union County Hospit 5.00%0.09%$731.97K
New York State Dorm 5.00%0.09%$724.45K
Yuma Indl. Dev. Aut 5.00%0.09%$723.90K
Mobile County Board 5.00%0.09%$720.83K
Columbus Regional A 5.00%0.09%$716.52K
Mississippi Busine 2.375%0.09%$683.37K
Tarrant County Cult 5.00%0.09%$668.88K
Northwest Allen Sch 5.00%0.08%$660.25K
Greater New Orleans 5.00%0.08%$651.79K
New York Transporta 5.00%0.08%$650.78K
Oregon City School 0.00%0.08%$643.73K
L Anse Creuse Publi 5.00%0.08%$639.36K
State Of Connecticu 5.00%0.08%$633.80K
Tarrant County Cult 5.00%0.08%$630.88K
Arizona Board Of Re 5.00%0.08%$627.77K
E-470 Public Highwa 0.00%0.08%$626.84K
Louisville/jefferso 5.00%0.08%$603.04K
New York Transporta 5.00%0.08%$596.34K
North Carolina Med 5.125%0.07%$566.03K
Hutto Independent Sch Var0.07%$561.90K
Southwestern Illino 6.00%0.07%$553.95K
Alaska Railroad Cor 6.00%0.07%$549.69K
Massachusetts Dev. 6.00%0.07%$548.88K
Tooele County Schoo 5.00%0.07%$549.55K
Cedar Rapids Commun 5.00%0.07%$547.15K
Limestone County Wa 5.00%0.07%$540.61K
Public Fin. Authori 5.00%0.07%$538.46K
Rhode Island Infra. 5.00%0.07%$528.20K
Public Fin. Authori 5.00%0.07%$514.64K
Main Street Natural 5.00%0.07%$508.57K
Illinois Finance Au 5.25%0.06%$495.79K
Greater New Orleans 5.00%0.06%$484.29K
Pima County Unified 5.00%0.06%$437.64K
Mobile County Board 5.00%0.06%$436.43K
Alaska Railroad Cor 5.50%0.05%$424.05K
Palm Beach County E 5.00%0.05%$382.53K
Oklahoma Capitol Im 5.00%0.04%$299.47K
Adams County School 5.25%0.03%$227.31K
Northeast Ohio Medi 4.00%0.03%$205.98K
Clackamas County Sc 0.00%0.02%$158.27K
State Of California 5.75%0.01%$75.19K
Marion & Ralls Coun 5.75%0.01%$56.92K
Tennessee Housing 3.375%0.01%$48.86K
Montana Board Of Ho 3.90%0.01%$45.78K
West Ottawa Public 5.00%0.00%$26.35K
New York State Dorm 5.00%0.00%$5.27K

NOTEX overview: performance, fees, allocation and SEC filings