INVTX Mutual Fund

INVTX Mutual Fund

NAV$18.48
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See the full sector breakdown of INVTX
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
Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

INVTX Mutual Fund Sector Allocation

INVTX sector allocation breaks down across Information Technology (42.1%), Communication Services (20.1%), Consumer Discretionary (12.4%), Health Care (11.4%), Financials (6.6%). Across 27 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

INVTX sector exposure is important for understanding concentration risk. With Information Technology at 42.1%, the fund has significant sector concentration.

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