2 equity funds at least a quarter bonds, bills and cash
At least 25% of the holdings we store for an equity fund are bonds, bills or cash.
ETFs · Funds · n/a · Ranked by Weight in bonds, bills and cash in percent, most in bonds and cash first · Rebuilt 2026-11-08 at 11:47 UTC
How this list is built
The rule: At least 25% of the holdings we store for an equity fund are bonds, bills or cash. Bonds, bills and cash as the ingest classified each line. A line it could not place is counted on neither side, because an unplaced row is evidence of nothing. The weight is a floor, over the holdings we store, so a fund here holds at least this much and may hold more. A fund is read here only when its stored holdings are more in companies than in debt and cash, which is the evidence that it is an equity fund rather than the label on its profile: a bond fund holding bonds is not this question. Read from each fund's newest stored holdings snapshot, which is its largest holdings as the fund reports them, holdings snapshots dated 2026-10-07 to 2026-10-15, each fund's newest: 648 of the 990 funds in this rule's range could be measured. The other 342 funds are left out by name rather than counted as a match or a miss (284 the fund's stored holdings are not mostly shares in companies, so it is not an equity fund holding debt; 50 the fund's reported holdings add up to more than the fund, which is leverage or derivatives, so a share of it means nothing; 8 no holdings snapshot held).
The list
2 of 2 funds| # | Fund | Market | Sector | Weight in bonds, bills and cash, in percentWeight in bonds, bills and cash | Share of the fund its stored holdings are, in percentShare of the fund its stored holdings are | Weight in other funds, in percentWeight in other funds | Weight in bonds, bills and cash over timeWeight in bonds, bills and cash over time | Source |
|---|---|---|---|---|---|---|---|---|
| 1 | BIZDVanEck BDC Income ETF | AMEX | Multi-Asset | 39.5% | 97.5% | 0.0% | n/a | Source n/a |
| 2 | FTLSFirst Trust Long/Short Equity ETF | AMEX | Technology | 28.6% | 70.5% | 0.0% | n/a | Source n/a |
Filed figures cite the filing they come from; figures marked Market data are quotes as of the date shown. Not a recommendation and not advice.
Past figures are not a forecast. Anything we modelled is labelled as ours. You can lose money on any security.