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TRVLX Mutual Fund Holdings Information

Holdings Count
106
Total Assets
31.01B
Top 10 Percentage
23.36%
See the full list of holdings, find out what stocks are the most undervalued and get access to the all Mutual Fund's smart score and filters.Go Premium
106 Holdings
106 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
JPMorgan Chase & Co.
3.69%
$1.14B
$772.86B
18.59%
12 Buy
8 Hold
0 Sell
Moderate Buy
Berkshire Hathaway B
3.13%
$967.44M
$1.04T
-7.85%
1 Buy
0 Hold
0 Sell
Moderate Buy
Keysight Technologies Inc
2.63%
$813.10M
$47.60B
79.56%
9 Buy
1 Hold
0 Sell
Strong Buy
Deere & Company
2.40%
$740.80M
$151.19B
18.48%
9 Buy
5 Hold
1 Sell
Moderate Buy
Alphabet Inc. Class A
2.39%
$736.66M
$3.63T
83.55%
26 Buy
6 Hold
0 Sell
Strong Buy
Alphabet Inc. Class C
1.97%
$608.96M
$3.71T
79.72%
12 Buy
1 Hold
0 Sell
Strong Buy
Ametek Inc
1.90%
$586.05M
$47.94B
19.97%
9 Buy
4 Hold
0 Sell
Moderate Buy
Conocophillips
1.81%
$557.50M
$155.14B
24.53%
12 Buy
3 Hold
1 Sell
Moderate Buy
Westinghouse Air Brake Technologies Corporation
1.75%
$540.43M
$40.25B
27.75%
7 Buy
2 Hold
0 Sell
Strong Buy
Parker-Hannifin Corp
1.70%
$525.77M
$112.89B
43.77%
9 Buy
3 Hold
0 Sell
Strong Buy
Rows:
10

Sector Breakdown

21.43%Financial15.99%Industrials12.55%Technology11.29%Healthcare9.38%Consumer Cyclical7.81%Energy6.99%Communication Services5.12%Consumer Defensive4.03%Utilities3.48%Real Estate1.93%Basic Materials21.43%Financial
Financial
21.43%
Industrials
15.99%
Technology
12.55%
Healthcare
11.29%
Consumer Cyclical
9.38%
Energy
7.81%
Communication Services
6.99%
Consumer Defensive
5.12%
Utilities
4.03%
Real Estate
3.48%
Basic Materials
1.93%

Countries Breakdown

98.49%United States0.31%Switzerland0.17%Canada98.49%United States
United States
98.49%
Switzerland
0.31%
Canada
0.17%

Breakdown By Smart Score

6.07%Outperform106.60%Outperform915.42%Outperform829.33%Neutral712.51%Neutral610.40%Neutral55.95%Neutral44.47%Underperform38.28%Underperform20.96%Underperform16
The weighted average smart score of the TRVLX Mutual Fund is 6
10
6.07%
9
6.60%
8
15.42%
7
29.33%
6
12.51%
5
10.40%
4
5.95%
3
4.47%
2
8.28%
1
0.96%

TRVLX Mutual Funds FAQ

What are Mutual Funds TRVLX’s top 3 holdings?
TRVLX’s top 3 holdings are JPM, BRK.B, KEYS.
    What is Mutual Funds TRVLX’s holdings count?
    Mutual Funds TRVLX’s is holdings 106 different assets.
      What are the total assets of Mutual Funds TRVLX?
      Mutual Funds TRVLX’s total assets are 31.01B.
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