SIUPX Mutual Fund

SIUPX Mutual Fund

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See the full sector breakdown of SIUPX
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

SIUPX Mutual Fund Sector Allocation

SIUPX sector allocation breaks down across Financials (35.5%), Utilities (1.8%), Energy (1.5%), Real Estate (1.4%), Consumer Discretionary (0.9%). Across 1023 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

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