HULIX Mutual Fund

NAV$35.26
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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

HULIX Mutual Fund Sector Allocation

HULIX sector allocation breaks down across Financials (32.8%), Industrials (18.1%), Information Technology (11.2%), Health Care (11.1%), Consumer Staples (7.3%). Across 42 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

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