JERTX Mutual Fund

NAV$13.77
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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

JERTX Mutual Fund Sector Allocation

JERTX sector allocation breaks down across Real Estate (63.8%), Unknown (32.4%), Consumer Discretionary (3.2%), Other (1.6%). Across 59 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

JERTX sector exposure is important for understanding concentration risk. With Real Estate at 63.8%, the fund has significant sector concentration.

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