VALSX Mutual Fund

NAV$28.73
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Sector Concentration Analysis

Top 3 Sectors
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concentration risk
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Sector Allocation

Sector Breakdown

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Industry Breakdown

Top 15 industries by allocation

VALSX Mutual Fund Sector Allocation

VALSX sector allocation breaks down across Industrials (32.6%), Financials (25.5%), Information Technology (19.2%), Health Care (8.4%), Consumer Discretionary (7.1%). Across 27 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

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