ALTVX Mutual Fund

ALTVX Mutual Fund

NAV$9.42
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See the full sector breakdown of ALTVX
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

ALTVX Mutual Fund Sector Allocation

ALTVX sector allocation breaks down across Financials (22.1%), Utilities (8.2%), Industrials (2.4%), Real Estate (2.1%), Consumer Discretionary (1.7%). Across 869 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

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