MXSFX Holdings Information

MXSFX is a mutual fund with a total of 103 individual holdings. The top holdings are Welltower stock at 11.85%, Prologis at 11.03%, Equinix at 6.99%, Simon Property Group at 5.62%, and Realty Income at 4.82%.

Total Holdings

103

Top 10 Percentage

57.10%

Asset Class

Equity

Fund Category

Real Estate

Assets

1.40B

Forward PE Ratio

37.77

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	WELL	Welltower Inc.	11.85%	787,591
2	PLD	Prologis, Inc.	11.03%	1,065,859
3	EQIX	Equinix, Inc.	6.99%	112,668
4	SPG	Simon Property Group, Inc.	5.62%	374,570
5	O	Realty Income Corporation	4.82%	1,055,671
6	DLR	Digital Realty Trust, Inc.	4.65%	370,557
7	PSA	Public Storage	3.81%	181,176
8	VTR	Ventas, Inc.	3.38%	538,969
9	EXR	Extra Space Storage Inc.	2.57%	243,744
10	AVB	AvalonBay Communities, Inc.	2.38%	162,276
11	EQR	Equity Residential	2.03%	397,227
12	ESS	Essex Property Trust, Inc.	1.57%	74,001
13	MAA	Mid-America Apartment Communities, Inc.	1.51%	134,482
14	INVH	Invitation Homes Inc.	1.46%	647,903
15	SUI	Sun Communities, Inc.	1.34%	133,467
16	WPC	W. P. Carey Inc.	1.31%	251,356
17	KIM	Kimco Realty Corporation	1.28%	777,283
18	OHI	Omega Healthcare Investors, Inc.	1.22%	338,992
19	ELS	Equity LifeStyle Properties, Inc.	1.09%	222,431
20	CPT	Camden Property Trust	1.09%	122,090
21	REG	Regency Centers Corporation	1.06%	188,675
22	HST	Host Hotels & Resorts, Inc.	1.05%	733,915
23	DOC	Healthpeak Properties, Inc.	1.04%	797,626
24	UDR	UDR, Inc.	1.03%	346,089
25	AMH	American Homes 4 Rent	0.97%	374,001

Showing 25 of 103 holdings

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As of Dec 31, 2025