SHORX Mutual Fund

NAV$9.71

AUM$14M

TER0.75%

Holdings51

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SHORX Mutual Fund

NAV$9.71

Western Asset Oregon Municipals Fund Class A

AUM$14M

TER0.75%

Holdings51

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

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See the full sector breakdown of SHORX

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

Sector	Holdings	Weight
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Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

SHORX Mutual Fund Sector Allocation

SHORX sector allocation breaks down across Consumer Discretionary (7.2%), Industrials (6.9%), Financials (4.0%), Health Care (3.2%), Utilities (0.6%). Across 51 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

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