SMAIX Mutual Fund

SMAIX Mutual Fund

NAV$9.66
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See the full sector breakdown of SMAIX
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

SMAIX Mutual Fund Sector Allocation

SMAIX sector allocation breaks down across Financials (8.6%), Utilities (5.0%), Health Care (2.8%), Real Estate (0.7%), Consumer Discretionary (0.7%). Across 391 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

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