UBVSX Mutual Fund

NAV$89.73
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Sector Concentration Analysis

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Sector Allocation

Sector Breakdown

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Industry Breakdown

Top 15 industries by allocation

UBVSX Mutual Fund Sector Allocation

UBVSX sector allocation breaks down across Financials (24.5%), Materials (17.1%), Industrials (11.4%), Real Estate (10.7%), Consumer Discretionary (7.6%). Across 90 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

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