SVARX Mutual Fund
NAV$23.92
AUM$162M
TER2.99%
Holdings34
SVARX Mutual Fund
NAV$23.92
Spectrum Low Volatility Fund Investor Class
AUM$162M
TER2.99%
Holdings34
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Showing 10 of 34 holdings(as of Dec 31, 2025)Top 10 Weight: 60.91%
SVARX Mutual Fund Top Holdings
SVARX holdings top 10 positions. The top 10 holdings account for 60.9% of the fund, led by Aqr Eqt Mkt Ntrl Fd at 10.8%, Nw Stra In Fd-R6 at 10.6%, Jpmorgan Tr Iv at 10.2%.
SVARX portfolio concentration is relatively high, with the top 10 representing 60.9% of total assets. The largest sector exposure is Unknown at 37.0%.
SVARX sector allocation provides a detailed breakdown. SVARX overlap tool shows how holdings compare to other funds in your portfolio.