BVSIX Mutual Fund

NAV$19.22

AUM$29M

TER0.90%

Holdings52

BVSIX Mutual Fund

NAV$19.22

Baywood Socially Responsible Fund Institutional Class

AUM$29M

TER0.90%

Holdings52

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Sector Concentration Analysis

Top 3 Sectors

••.•%

of total portfolio

Concentration Level

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concentration risk

Largest Sector

••.•%

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Sector Allocation

Sector Breakdown

Sector	Holdings	Weight
••••••••	••	••.•%
••••••••	••	••.•%
••••••••	••	••.•%
••••••••	••	••.•%
••••••••	••	••.•%

Industry Breakdown

Top 15 industries by allocation

BVSIX Mutual Fund Sector Allocation

BVSIX sector allocation breaks down across Financials (22.9%), Information Technology (12.3%), Health Care (11.5%), Materials (9.1%), Industrials (8.2%). Across 52 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

BVSIX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.

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