LUBOX Mutual Fund

LUBOX Mutual Fund

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See the full sector breakdown of LUBOX
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

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

Industry BreakdownPRO

Top 15 industries by allocation

LUBOX Mutual Fund Sector Allocation

LUBOX sector allocation breaks down across Financials (46.7%), Utilities (3.2%), Industrials (2.4%), Consumer Discretionary (1.8%), Health Care (1.6%). Across 678 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

LUBOX sector exposure is important for understanding concentration risk. With Financials at 46.7%, the fund has significant sector concentration.

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