ISMSX Mutual Fund

ISMSX Mutual Fund

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See the full sector breakdown of ISMSX
Sector concentration, industry allocation and the exact weight of every sector.
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Built by a team trusted since 2014.

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

ISMSX Mutual Fund Sector Allocation

ISMSX sector allocation breaks down across Financials (18.7%), Industrials (15.8%), Health Care (9.8%), Real Estate (7.8%), Energy (7.4%). Across 227 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

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