American Resilience PortfolioMSBQX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$1.3M
Expense ratio
0.65%
1-year return
-1.4%
3 years, a year
+9.3%
5 years, a year
—
Holdings
28
What it aims to do.
The American Resilience Portfolio (the Fund) seeks long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| MSFT Microsoft Corp | 8.07% |
| GOOGL Alphabet Inc | 6.12% |
| V Visa Inc | 5.11% |
| KO Coca-Cola Co/The | 4.62% |
| ICE Intercontinental Exchange Inc | 4.42% |
| TXN Texas Instruments Inc | 4.35% |
| SPGI S&P Global Inc | 4.06% |
| PG Procter & Gamble Co/The | 3.94% |
| AZO AutoZone Inc | 3.84% |
| ZTS Zoetis Inc | 3.60% |
More on MSBQX.
- MSBQX overview
- MSBQX holdings
- MSBQX risk
- MSBQX costs
- MSBQX money in and out
- MSBQX share classes
- Compare MSBQX with other funds
Returns after fees, from the fund's SEC filings up to Dec 2025. Past returns are not a promise. Not financial advice.