PEFIX Mutual Fund

PEFIX Mutual Fund

NAV$9.48
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See the full sector breakdown of PEFIX
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

PEFIX Mutual Fund Sector Allocation

PEFIX sector allocation breaks down across Financials (18.5%), Real Estate (0.4%), Utilities (0.3%), Industrials (0.1%), Energy (0.0%). Across 1231 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

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