SHTRX Mutual Fund

SHTRX Mutual Fund

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See the full sector breakdown of SHTRX
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

SHTRX Mutual Fund Sector Allocation

SHTRX sector allocation breaks down across Financials (46.4%), Utilities (4.9%), Industrials (3.8%), Energy (3.6%), Information Technology (2.8%). Across 137 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

SHTRX sector exposure is important for understanding concentration risk. With Financials at 46.4%, the fund has significant sector concentration.

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