The fund's major holdings show mixed performance. Honeywell and Eaton have underperformed their industrial peers over the past year, though analysts maintain moderate optimism for both. In contrast, GE Aerospace has demonstrated solid momentum and notably outperformed the broader industrial sector, with analysts remaining optimistic. W.W. Grainger has underperformed the broader market, prompting analyst caution. Despite underperforming the market, Snap-on and Nordson still receive moderately optimistic outlooks from Wall Street analysts regarding their future prospects.