LOTIX Mutual Fund

LOTIX Mutual Fund

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See the full sector breakdown of LOTIX
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

LOTIX Mutual Fund Sector Allocation

LOTIX sector allocation breaks down across Financials (48.8%), Consumer Staples (2.2%), Real Estate (1.8%), Health Care (1.7%), Utilities (0.9%). Across 224 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

LOTIX sector exposure is important for understanding concentration risk. With Financials at 48.8%, the fund has significant sector concentration.

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