IOEZX Mutual Fund

NAV$21.13
Unlock Sector Analysis
See detailed sector breakdown, concentration levels, and industry allocation
Unlock Now →

Sector Concentration Analysis

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

Sector Allocation

Sector Breakdown

SectorHoldingsWeight
••••••••
••••.•%
••••••••
••••.•%
••••••••
••••.•%
••••••••
••••.•%
••••••••
••••.•%

Industry Breakdown

Top 15 industries by allocation

IOEZX Mutual Fund Sector Allocation

IOEZX sector allocation breaks down across Financials (23.8%), Utilities (20.2%), Energy (10.4%), Materials (10.3%), Communication Services (10.0%). Across 29 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

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