SMLIX Mutual Fund

SMLIX Mutual Fund

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See the full sector breakdown of SMLIX
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

SMLIX Mutual Fund Sector Allocation

SMLIX sector allocation breaks down across Financials (29.4%), Utilities (6.0%), Industrials (5.1%), Real Estate (3.2%), Consumer Discretionary (3.1%). Across 383 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

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