SOAEX Mutual Fund

NAV$13.60
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

SOAEX Mutual Fund Sector Allocation

SOAEX sector allocation breaks down across Energy (88.0%), Utilities (5.8%), Industrials (3.6%), Real Estate (2.3%), Unknown (0.1%). Across 67 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

SOAEX sector exposure is important for understanding concentration risk. With Energy at 88.0%, the fund has significant sector concentration.

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