AGEAX Mutual Fund
NAV$13.15
TER1.71%
Holdings149
AGEAX Mutual Fund
NAV$13.15
Water Island Event Driven Fund Class A
TER1.71%
Holdings149
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AGEAX Mutual Fund Sector Allocation
AGEAX sector allocation breaks down across Communication Services (23.1%), Health Care (21.0%), Financials (11.9%), Industrials (8.9%), Unknown (8.7%). Across 149 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
AGEAX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.
AGEAX geographic allocation shows country exposure. AGEAX overlap calculator reveals how sector exposure compares with other funds.