SMVIX Mutual Fund

NAV$27.04
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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

SMVIX Mutual Fund Sector Allocation

SMVIX sector allocation breaks down across Financials (26.3%), Industrials (14.1%), Consumer Discretionary (13.0%), Information Technology (10.1%), Health Care (8.8%). Across 447 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

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