- What are the top holdings of STAYX?
- A machine-readable holdings disclosure for Tax Advantaged Income Fund Class Y (STAYX) is not available from our data sources — fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.
- What sectors does STAYX invest in?
- Tax Advantaged Income Fund Class Y (STAYX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is STAYX most exposed to?
- STAYX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is STAYX a US-only fund?
- The country allocation card on this page shows STAYX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does STAYX invest in?
- Normally, this investment vehicle allocates a minimum of 50% of its capital to municipal debt instruments, primarily bonds, whose interest earnings are sheltered from federal income tax, including the alternative minimum tax. These securities are chiefly issued by state and local government bodies and their affiliated agencies, located throughout the fifty United States, Puerto Rico, and various other U.S. territories and possessions.
