AVERX Mutual Fund

AVERX Mutual Fund

NAV$70.72
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See the full sector breakdown of AVERX
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

AVERX Mutual Fund Sector Allocation

AVERX sector allocation breaks down across Real Estate (23.6%), Financials (16.9%), Energy (14.4%), Information Technology (8.5%), Materials (8.1%). Across 32 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

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