UPUPX Mutual Fund

NAV$12.49
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Sector Concentration Analysis

Top 3 Sectors
••.•%
of total portfolio
Concentration Level
••••
concentration risk
Largest Sector
••.•%
••••••••

Sector Allocation

Sector Breakdown

SectorHoldingsWeight
••••••••
7530.00%
••••••••
6520.00%
••••••••
6018.00%
••••••••
5015.00%
••••••••
4512.00%

Industry Breakdown

Top 15 industries by allocation

UPUPX Mutual Fund Sector Allocation

UPUPX sector allocation breaks down across Information Technology (71.4%), Unknown (10.3%), Health Care (8.3%), Financials (7.7%), Communication Services (2.4%). Across 30 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

UPUPX sector exposure is important for understanding concentration risk. With Information Technology at 71.4%, the fund has significant sector concentration.

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