MWERX Mutual Fund

MWERX Mutual Fund

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See the full sector breakdown of MWERX
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

MWERX Mutual Fund Sector Allocation

MWERX sector allocation breaks down across Financials (20.5%), Real Estate (3.0%), Consumer Discretionary (0.4%). Across 268 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

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