ISTAX Mutual Fund

ISTAX Mutual Fund

NAV$32.41
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See the full sector breakdown of ISTAX
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

ISTAX Mutual Fund Sector Allocation

ISTAX sector allocation breaks down across Financials (28.4%), Industrials (20.3%), Materials (11.5%), Information Technology (8.3%), Consumer Discretionary (7.9%). Across 34 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

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