IOBAX Mutual Fund

IOBAX Mutual Fund

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See the full sector breakdown of IOBAX
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

IOBAX Mutual Fund Sector Allocation

IOBAX sector allocation breaks down across Financials (32.6%), Industrials (9.1%), Energy (5.7%), Utilities (3.5%), Communication Services (3.2%). Across 136 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

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