ALLIX Mutual Fund

ALLIX Mutual Fund

NAV$115.19
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See the full sector breakdown of ALLIX
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
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Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

ALLIX Mutual Fund Sector Allocation

ALLIX sector allocation breaks down across Information Technology (48.0%), Communication Services (17.4%), Health Care (11.0%), Consumer Discretionary (8.5%), Industrials (4.7%). Across 62 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

ALLIX sector exposure is important for understanding concentration risk. With Information Technology at 48.0%, the fund has significant sector concentration.

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