AIWEX Mutual Fund
AIWEX Mutual Fund
NAV$22.51
TER0.91%
Holdings89
AIWEX Mutual Fund
NAV$22.51
World Energy & Power Fund Institutional Class
TER0.91%
Holdings89
AIWEX Mutual Fund Sector Allocation
AIWEX sector allocation breaks down across Energy (57.7%), Materials (9.7%), Industrials (8.4%), Consumer Staples (1.9%), Information Technology (1.7%). Across 89 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
AIWEX sector exposure is important for understanding concentration risk. With Energy at 57.7%, the fund has significant sector concentration.
AIWEX geographic allocation shows country exposure. AIWEX overlap calculator reveals how sector exposure compares with other funds.