SVUIX Mutual Fund
NAV$41.40
AUM$35M
TER0.92%
Holdings123
SVUIX Mutual Fund
NAV$41.40
NAA SMid Cap Value Fund Institutional Class
AUM$35M
TER0.92%
Holdings123
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See the full sector breakdown of SVUIX
Sector concentration, industry allocation and the exact weight of every sector.
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SVUIX Mutual Fund Sector Allocation
SVUIX sector allocation breaks down across Financials (18.1%), Unknown (12.9%), Industrials (12.6%), Consumer Discretionary (11.3%), Real Estate (9.1%). Across 123 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
SVUIX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.
SVUIX geographic allocation shows country exposure. SVUIX overlap calculator reveals how sector exposure compares with other funds.