IVFAX Mutual Fund

IVFAX Mutual Fund

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See the full sector breakdown of IVFAX
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

IVFAX Mutual Fund Sector Allocation

IVFAX sector allocation breaks down across Consumer Staples (13.1%), Energy (8.6%), Financials (3.1%), Communication Services (3.0%), Materials (2.7%). Across 44 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

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