MBWVX Mutual Fund

MBWVX Mutual Fund

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See the full sector breakdown of MBWVX
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

MBWVX Mutual Fund Sector Allocation

MBWVX sector allocation breaks down across Financials (13.7%), Health Care (5.1%), Utilities (1.6%), Real Estate (1.4%), Industrials (1.1%). Across 124 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

MBWVX geographic allocation shows country exposure. MBWVX overlap calculator reveals how sector exposure compares with other funds.