AGEPX Mutual Fund

AGEPX Mutual Fund

NAV$7.76
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See the full sector breakdown of AGEPX
Sector concentration, industry allocation and the exact weight of every sector.
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Sector Concentration AnalysisPRO

Top 3 Sectors
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of total portfolio
Concentration Level
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concentration risk
Largest Sector
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Sector AllocationPRO

Sector BreakdownPRO

SectorHoldingsWeight
Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

AGEPX Mutual Fund Sector Allocation

AGEPX sector allocation breaks down across Financials (9.3%), Energy (0.2%), Communication Services (0.1%). Across 412 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

AGEPX by country shows geographic exposure. AGEPX overlap reveals how sector exposure compares with other funds.