EXCIX Mutual Fund

EXCIX Mutual Fund

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See the full sector breakdown of EXCIX
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

EXCIX Mutual Fund Sector Allocation

EXCIX sector allocation breaks down across Financials (51.0%), Energy (2.8%), Real Estate (1.7%), Utilities (1.1%), Consumer Discretionary (0.5%). Across 197 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

EXCIX sector exposure is important for understanding concentration risk. With Financials at 51.0%, the fund has significant sector concentration.

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