USGLX Mutual Fund

NAV$45.47
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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

USGLX Mutual Fund Sector Allocation

USGLX sector allocation breaks down across Information Technology (42.9%), Consumer Discretionary (15.8%), Industrials (11.1%), Communication Services (10.4%), Health Care (8.6%). Across 28 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

USGLX sector exposure is important for understanding concentration risk. With Information Technology at 42.9%, the fund has significant sector concentration.

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