CUGAX Mutual Fund

CUGAX Mutual Fund

NAV$8.34
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See the full sector breakdown of CUGAX
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

CUGAX Mutual Fund Sector Allocation

CUGAX sector allocation breaks down across Financials (14.1%), Industrials (9.8%), Energy (6.5%), Communication Services (6.3%), Health Care (4.6%). Across 54 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

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