LIDAX Mutual Fund

LIDAX Mutual Fund

NAV$12.09
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See the full sector breakdown of LIDAX
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

LIDAX Mutual Fund Sector Allocation

LIDAX sector allocation breaks down across Financials (4.9%), Health Care (1.7%), Communication Services (0.7%), Consumer Discretionary (0.5%). Across 81 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

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