CAPFX Mutual Fund

CAPFX Mutual Fund

NAV$9.66
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See the full sector breakdown of CAPFX
Sector concentration, industry allocation and the exact weight of every sector.
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Built by a team trusted since 2014.

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

CAPFX Mutual Fund Sector Allocation

CAPFX sector allocation breaks down across Information Technology (12.2%), Financials (10.0%), Industrials (4.9%), Health Care (4.0%), Communication Services (2.6%). Across 313 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

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