PHIZX Mutual Fund

PHIZX Mutual Fund

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See the full sector breakdown of PHIZX
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

PHIZX Mutual Fund Sector Allocation

PHIZX sector allocation breaks down across Financials (26.9%), Real Estate (5.0%), Utilities (3.4%), Industrials (2.3%), Health Care (1.9%). Across 431 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

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