AOTAX Mutual Fund

AOTAX Mutual Fund

NAV$48.07
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See the full sector breakdown of AOTAX
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

AOTAX Mutual Fund Sector Allocation

AOTAX sector allocation breaks down across Information Technology (6.0%), Financials (5.7%), Materials (1.9%), Communication Services (1.7%), Industrials (1.1%). Across 74 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

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