EFFIX Mutual Fund

EFFIX Mutual Fund

NAV$11.14
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See the full sector breakdown of EFFIX
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

EFFIX Mutual Fund Sector Allocation

EFFIX sector allocation breaks down across Financials (48.0%). Across 1977 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

EFFIX sector exposure is important for understanding concentration risk. With Financials at 48.0%, the fund has significant sector concentration.

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