As of March 31, 2024
Geographic Breakdown (Equities)
Sector Allocation
Asset Mix
Top 10 Holdings
| 1. |
- Clean Harbors (United States)
- North America’s leading provider of environmental and industrial services.
|
4.0% |
| 2. |
- Emcor Group (United States)
- A global leader in mechanical and electrical construction services.
|
3.7% |
| 3. |
- Regal Rexnord (United States)
- a manufacturer of electric motors and power transmission components.
|
3.6% |
| 4. |
- Rakuten Bank (Japan)
- Japan's largest online bank.
|
3.2% |
| 5. |
- Chemed (United States)
- Cincinnati-based owner and operator of VITAS Healthcare (the largest provider of end-of-life hospice care in the U.S.), and Roto-Rooter (a leading provider of plumbing, drain cleaning and water cleanup services).
|
3.0% |
| 6. |
- ESAB (Unites States)
- A world leader in welding and cutting equipment and consumables.
|
2.9% |
| 7. |
- Steadfast Group (Australia)
- Australasia's largest general insurance broker network.
|
2.9% |
| 8. |
- Performance Food Group (United States)
- A leading food distributor and supplier in the U.S. and Canada.
|
2.9% |
| 9. |
- Synaptics (United States)
- Developer of human interface hardware and software, including touchpads for laptops and fingerprint biometrics technology for smartphones.
|
2.7% |
| 10. |
- Webster Financial (United States)
- A regional financial services company with over $70 billion in assets.
|
2.7% |
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Important information about the Steadyhand funds is contained in our Simplified Prospectus. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated.
