ISMVX Mutual Fund

ISMVX Mutual Fund

NAV$13.67
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See the full sector breakdown of ISMVX
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

ISMVX Mutual Fund Sector Allocation

ISMVX sector allocation breaks down across Industrials (27.0%), Financials (15.1%), Information Technology (10.2%), Consumer Discretionary (8.4%), Real Estate (7.0%). Across 86 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

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