FERGX Mutual Fund

FERGX Mutual Fund

NAV$21.11
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See the full sector breakdown of FERGX
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

FERGX Mutual Fund Sector Allocation

FERGX sector allocation breaks down across Financials (5.1%), Consumer Discretionary (2.8%), Communication Services (2.0%), Information Technology (1.8%), Materials (0.8%). Across 1237 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

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