CAPTX Mutual Fund

CAPTX Mutual Fund

NAV$14.56
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See the full sector breakdown of CAPTX
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

CAPTX Mutual Fund Sector Allocation

CAPTX sector allocation breaks down across Financials (21.8%), Information Technology (19.9%), Industrials (9.2%), Materials (7.6%), Communication Services (6.5%). Across 18 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

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