FIVLX Mutual Fund

FIVLX Mutual Fund

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See the full sector breakdown of FIVLX
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

FIVLX Mutual Fund Sector Allocation

FIVLX sector allocation breaks down across Financials (15.7%), Energy (4.5%), Industrials (3.4%), Materials (3.0%), Consumer Staples (1.4%). Across 109 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

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