FOTAX Mutual Fund

FOTAX Mutual Fund

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See the full sector breakdown of FOTAX
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

FOTAX Mutual Fund Sector Allocation

FOTAX sector allocation breaks down across Financials (3.9%), Consumer Discretionary (1.0%), Utilities (0.4%), Health Care (0.1%). Across 180 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

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