SHRSX Mutual Fund

SHRSX Mutual Fund

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See the full sector breakdown of SHRSX
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

SHRSX Mutual Fund Sector Allocation

SHRSX sector allocation breaks down across Financials (49.6%), Utilities (9.3%), Health Care (2.9%), Industrials (1.2%). Across 90 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

SHRSX sector exposure is important for understanding concentration risk. With Financials at 49.6%, the fund has significant sector concentration.

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