EXCPX Mutual Fund

EXCPX Mutual Fund

NAV$9.86
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See the full sector breakdown of EXCPX
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
Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

EXCPX Mutual Fund Sector Allocation

EXCPX sector allocation breaks down across Financials (41.8%), Real Estate (2.9%), Consumer Discretionary (1.3%), Industrials (1.1%), Health Care (0.5%). Across 209 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

EXCPX sector exposure is important for understanding concentration risk. With Financials at 41.8%, the fund has significant sector concentration.

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