SMLCX Mutual Fund

SMLCX Mutual Fund

NAV$7.93
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See the full sector breakdown of SMLCX
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

SMLCX Mutual Fund Sector Allocation

SMLCX sector allocation breaks down across Financials (30.3%), Utilities (7.2%), Industrials (5.7%), Consumer Discretionary (3.6%), Real Estate (3.4%). Across 386 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

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