The Texas FundBIGTX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$19.2M
Expense ratio
1.84%
1-year return
+21.6%
3 years, a year
+14.2%
5 years, a year
+8.8%
Holdings
79
What it aims to do.
The investment objective of The Texas Fund (the Fund) is long-term capital appreciation. The Fund is an equity fund.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| CAT Caterpillar, Inc. | 4.83% |
| HD The Home Depot, Inc. | 4.20% |
| TXN Texas Instruments, Inc. | 3.94% |
| TM Toyota Motor Corp. | 3.68% |
| TSLA Tesla, Inc. | 3.63% |
| CVX Chevron Corp. | 3.59% |
| XOM Exxon Mobil Corp. | 3.53% |
| SBC AT&T, Inc. | 3.35% |
| SCHW The Charles Schwab Corp. | 3.33% |
| AAPL Apple, Inc. | 3.23% |
More on BIGTX.
- BIGTX overview
- BIGTX holdings
- BIGTX risk
- BIGTX costs
- BIGTX money in and out
- BIGTX share classes
- Compare BIGTX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.