ADLVX Mutual Fund

NAV$30.58
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Sector Concentration Analysis

Top 3 Sectors
••.•%
of total portfolio
Concentration Level
••••
concentration risk
Largest Sector
••.•%
••••••••

Sector Allocation

Sector Breakdown

SectorHoldingsWeight
••••••••
7530.00%
••••••••
6520.00%
••••••••
6018.00%
••••••••
5015.00%
••••••••
4512.00%

Industry Breakdown

Top 15 industries by allocation

ADLVX Mutual Fund Sector Allocation

ADLVX sector allocation breaks down across Financials (45.4%), Unknown (15.8%), Health Care (11.7%), Consumer Discretionary (9.9%), Materials (5.0%). Across 41 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

ADLVX sector exposure is important for understanding concentration risk. With Financials at 45.4%, the fund has significant sector concentration.

ADLVX geographic allocation shows country exposure. ADLVX overlap calculator reveals how sector exposure compares with other funds.