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Fund holdings · portfolios to September 2026

Mutual funds holding Caliber Mining and Logistics

4 mutual funds held Caliber Mining and Logistics (CMLL) in their portfolios to September 2026: 4 active funds and 0 index funds and ETFs.

What active funds did in September

No active fund changed its holding in September.

The 4 largest holders, by weight in the fund

FundWeightIn September
The Wealth Company Large & Mid Cap Fund2.10%Unchanged
The Wealth Company Small Cap Fund1.65%Unchanged
Helios Small Cap Fund1.00%Unchanged
Quant Small Cap Fund0.01%Unchanged
All 4 funds that hold CMLL, and its active holders month by month

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Funds publish their portfolios once a month, within about ten days of the month end. A count of funds, not a call on the stock: read it beside the stage and the trend on Caliber Mining and Logistics’s page.

Fund details on DiscoverMF