IMSIX Mutual Fund

IMSIX Mutual Fund

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See the full sector breakdown of IMSIX
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

IMSIX Mutual Fund Sector Allocation

IMSIX sector allocation breaks down across Communication Services (13.5%), Energy (9.9%), Consumer Discretionary (9.7%), Financials (8.6%), Consumer Staples (7.4%). Across 31 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

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