LUBFX Mutual Fund

LUBFX Mutual Fund

NAV$9.99
See how much of LUBFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free
FundXLS Pro
See the full sector breakdown of LUBFX
Sector concentration, industry allocation and the exact weight of every sector.
Unlock FundXLS Pro$45/quarter Pro · Cancel anytime
Built by a team trusted since 2014.

Sector Concentration AnalysisPRO

Top 3 Sectors
PRO
of total portfolio
Concentration Level
PRO
concentration risk
Largest Sector
PRO
PRO

Sector AllocationPRO

Sector BreakdownPRO

SectorHoldingsWeight
—
——
—
——
—
——
—
——
—
——
Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

LUBFX Mutual Fund Sector Allocation

LUBFX sector allocation breaks down across Financials (46.4%), Utilities (3.1%), Industrials (1.7%), Energy (1.5%), Real Estate (1.4%). Across 678 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

LUBFX sector exposure is important for understanding concentration risk. With Financials at 46.4%, the fund has significant sector concentration.

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