IVFIX Mutual Fund

IVFIX Mutual Fund

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See the full sector breakdown of IVFIX
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

IVFIX Mutual Fund Sector Allocation

IVFIX 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.

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

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