HLDYX Mutual Fund

HLDYX Mutual Fund

NAV$4.74
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See the full sector breakdown of HLDYX
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

HLDYX Mutual Fund Sector Allocation

HLDYX sector allocation breaks down across Energy (2.5%), Financials (2.2%), Materials (2.0%), Communication Services (0.6%), Health Care (0.2%). Across 595 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

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