OAKGX Mutual Fund

NAV$39.79
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

OAKGX Mutual Fund Sector Allocation

OAKGX sector allocation breaks down across Unknown (40.0%), Financials (11.3%), Health Care (8.5%), Consumer Staples (7.4%), Information Technology (6.9%). Across 53 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

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