CONWX Mutual Fund
CONWX Mutual Fund
NAV$20.89
AUM$43M
TER1.80%
Holdings54
See how much of CONWX you already own
CONWX Mutual Fund
NAV$20.89
Concorde Wealth Management Fund
AUM$43M
TER1.80%
Holdings54
See how much of CONWX you already own
CONWX Mutual Fund Geographic Allocation
CONWX geographic allocation spans US (79.6%), Canada (7.6%), United States (6.7%), Bermuda (1.6%), Mexico (1.1%). The fund covers 3 regions.
CONWX country exposure helps investors assess international diversification and geopolitical risk. CONWX sectors alongside geography give a fuller picture of portfolio allocation.