IVAEX Mutual Fund

NAV$24.26
See the full sector breakdown of IVAEX
Sector concentration, industry allocation and the exact weight of every sector.
$49$29/mo
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Sector Concentration AnalysisPRO

Top 3 Sectors
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of total portfolio
Concentration Level
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concentration risk
Largest Sector
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Sector AllocationPRO

Sector BreakdownPRO

SectorHoldingsWeight
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PROPRO
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Industry BreakdownPRO

Top 15 industries by allocation

IVAEX Mutual Fund Sector Allocation

IVAEX sector allocation breaks down across Financials (23.9%), Unknown (22.9%), Other (15.8%), Information Technology (11.8%), Consumer Discretionary (5.1%). Across 543 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

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