As of March 31, 2025
Geographic Breakdown (Equities)
Sector Allocation
Asset Mix
Top 10 Holdings
1. |
- Performance Food Group (United States)
- A leading food distributor and supplier in the U.S. and Canada.
|
3.8% |
2. |
- KDX Realty Investment Corporation (Japan)
- Tokyo-based real estate investment trust that invests in office and residential buildings.
|
3.7% |
3. |
- Clean Harbors (United States)
- North America’s leading provider of environmental and industrial services.
|
3.6% |
4. |
- Azbil Corporation (Japan)
- Provides a variety of air-conditioning management, energy-saving and other services using measurement and control technologies.
|
3.5% |
5. |
- Regal Rexnord (United States)
- Manufacturer of electric motors and power transmission components.
|
3.0% |
6. |
- Casella Waste Systems (United States)
- Vermont-based waste management company serving the northeastern U.S.
|
3.0% |
7. |
- ESAB (United States)
- A world leader in welding and cutting equipment.
|
2.9% |
8. |
- Emcor Group (United States)
- A global leader in mechanical and electrical construction services.
|
2.5% |
9. |
- Piraeus Financial Holdings (Greece)
- A Greek bank offering a wide range of financial services including retail, corporate, and investment banking.
|
2.4% |
10. |
- Encompass Health (United States)
- Provides compassionate rehabilitative care for patients recovering from a major injury or illness.
|
2.4% |
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.