CAPSX Mutual Fund

CAPSX Mutual Fund

NAV$9.87
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See the full sector breakdown of CAPSX
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
Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

CAPSX Mutual Fund Sector Allocation

CAPSX sector allocation breaks down across Financials (12.0%), Information Technology (9.5%), Industrials (5.5%), Health Care (4.1%), Communication Services (2.6%). Across 301 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

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