ALEFX Mutual Fund

ALEFX Mutual Fund

NAV$16.29
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See the full sector breakdown of ALEFX
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

ALEFX Mutual Fund Sector Allocation

ALEFX sector allocation breaks down across Energy (89.5%), Real Estate (3.4%), Utilities (1.1%), Industrials (0.8%), Financials (0.2%). Across 27 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

ALEFX sector exposure is important for understanding concentration risk. With Energy at 89.5%, the fund has significant sector concentration.

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