CVTRX Mutual Fund

CVTRX Mutual Fund

NAV$60.27
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See the full sector breakdown of CVTRX
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

CVTRX Mutual Fund Sector Allocation

CVTRX sector allocation breaks down across Information Technology (29.5%), Financials (11.2%), Communication Services (10.1%), Health Care (7.3%), Consumer Discretionary (6.8%). Across 151 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

CVTRX geographic allocation shows country exposure. CVTRX overlap calculator reveals how sector exposure compares with other funds.