LUBVX Mutual Fund

LUBVX Mutual Fund

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See the full sector breakdown of LUBVX
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

LUBVX Mutual Fund Sector Allocation

LUBVX 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.

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

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