SMERX Mutual Fund

SMERX Mutual Fund

NAV$14.68
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See the full sector breakdown of SMERX
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

SMERX Mutual Fund Sector Allocation

SMERX sector allocation breaks down across Industrials (20.7%), Information Technology (13.8%), Financials (13.5%), Health Care (11.5%), Materials (8.7%). Across 85 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

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