As of the latest SEC filings, MAX FINANCIAL SERVICES LIMITED (MAXF) is held by 47 institutional funds. The largest fund shareholder is SMALLCAP World Fund Inc (SMCWX), holding an estimated $137,277,009.98 in market value, representing 0.17% of its portfolio.
Funds holding MAX FINANCIAL SERVICES LIMITED (MAXF)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- MAXF
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
SMCWX
SMALLCAP World Fund Inc
|
MF | Independent / Boutique | 0.17% | $137,277,009.98 | 8,692,157 | Mar 31, 2026 | May 28, 2026 |
|
CNWAX
New World Fund Inc
|
MF | Independent / Boutique | 0.05% | $45,722,787.88 | 2,716,650 | Apr 30, 2026 | Jun 26, 2026 |
|
-
Global Small Capitalization Fund
|
ETF | Capital Group / American Funds | 0.46% | $12,997,885.98 | 823,005 | Mar 31, 2026 | May 28, 2026 |
|
SMIN
iShares MSCI India Small-Cap ETF
|
ETF | BlackRock / iShares | 1.55% | $10,586,482.74 | 531,112 | Feb 28, 2026 | Apr 23, 2026 |
|
AVEM
Avantis Emerging Markets Equity ETF
|
ETF | American Century | 0.05% | $10,511,940.88 | 527,133 | Feb 28, 2026 | Apr 29, 2026 |
|
MINDX
Matthews India Fund
|
MF | Independent / Boutique | 1.93% | $9,468,529.46 | 598,111 | Mar 31, 2026 | May 21, 2026 |
|
FLIN
Franklin FTSE India ETF
|
ETF | Franklin Templeton | 0.27% | $6,734,956.63 | 428,525 | Mar 31, 2026 | May 21, 2026 |
|
SCHE
Schwab Emerging Markets Equity ETF
|
ETF | Charles Schwab | 0.05% | $6,168,784.11 | 309,481 | Feb 28, 2026 | Apr 24, 2026 |
|
TLISX
Nuveen Quant International Small Cap Equity Fund
|
MF | TIAA / Nuveen | 0.36% | $5,537,584.92 | 331,458 | Apr 30, 2026 | Jun 24, 2026 |
|
PIN
Invesco India ETF
|
ETF | Invesco | 3.30% | $5,097,781.39 | 304,424 | Apr 30, 2026 | Jun 26, 2026 |
|
SPEM
State Street(R) SPDR(R) Portfolio Emerging Markets ETF
|
ETF | State Street (SPDR) | 0.03% | $4,798,561.32 | 305,318 | Mar 31, 2026 | May 28, 2026 |
|
MAPTX
Matthews Pacific Tiger Fund
|
MF | Independent / Boutique | 0.46% | $3,207,510.24 | 202,613 | Mar 31, 2026 | May 21, 2026 |
|
CDWAX
American Funds Developing World Growth & Income Fund
|
MF | Capital Group / American Funds | 0.12% | $3,137,343.21 | 157,397 | Feb 28, 2026 | Apr 27, 2026 |
|
-
THE EMERGING MARKETS SERIES
|
ETF | Dimensional Fund Advisors | 0.03% | $2,210,092.22 | 131,466 | Apr 30, 2026 | Jun 24, 2026 |
|
MIEFX
Matthews Emerging Markets Equity Fund
|
MF | Independent / Boutique | 0.81% | $2,157,680.03 | 136,297 | Mar 31, 2026 | May 21, 2026 |
|
-
New World Fund
|
ETF | Capital Group / American Funds | 0.04% | $1,465,988.38 | 92,824 | Mar 31, 2026 | May 28, 2026 |
|
EEMS
iShares MSCI Emerging Markets Small-Cap ETF
|
ETF | BlackRock / iShares | 0.31% | $1,391,938.54 | 69,832 | Feb 28, 2026 | Apr 23, 2026 |
|
EPI
WisdomTree India Earnings Fund
|
ETF | WisdomTree | 0.07% | $1,369,560.37 | 87,141 | Mar 31, 2026 | Jun 1, 2026 |
|
HDVAX
Hartford International Equity Fund
|
MF | Independent / Boutique | 0.17% | $1,228,797.94 | 73,551 | Apr 30, 2026 | Jun 25, 2026 |
|
SSGVX
State Street Global All Cap Equity ex-U.S. Index Portfolio
|
MF | State Street (SPDR) | 0.01% | $1,143,231.25 | 72,216 | Mar 31, 2026 | May 28, 2026 |
|
XSOE
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
|
ETF | WisdomTree | 0.06% | $1,076,587.20 | 68,500 | Mar 31, 2026 | Jun 1, 2026 |
|
VCGEX
Emerging Economies Fund
|
MF | Corebridge / VALIC | 0.07% | $677,199.91 | 33,814 | Feb 28, 2026 | Apr 29, 2026 |
|
AVEEX
Avantis Emerging Markets Equity Fund
|
MF | American Century | 0.05% | $513,280.04 | 25,739 | Feb 28, 2026 | Apr 29, 2026 |
|
DESIX
Emerging Markets Sustainability Core 1 Portfolio
|
MF | Dimensional Fund Advisors | 0.04% | $496,281.41 | 29,521 | Apr 30, 2026 | Jun 24, 2026 |
|
EMRGX
Emerging Markets Equities Fund Inc
|
MF | Independent / Boutique | 0.11% | $474,901.65 | 30,070 | Mar 31, 2026 | May 28, 2026 |
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