CUSIX Mutual Fund

NAV$15.18
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Sector Concentration Analysis

Top 3 Sectors
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concentration risk
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Sector Allocation

Sector Breakdown

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Industry Breakdown

Top 15 industries by allocation

CUSIX Mutual Fund Sector Allocation

CUSIX sector allocation breaks down across Financials (29.5%), Industrials (16.4%), Consumer Discretionary (15.0%), Materials (14.2%), Real Estate (13.1%). Across 35 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

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