SOAAX Mutual Fund

SOAAX Mutual Fund

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See the full sector breakdown of SOAAX
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

SOAAX Mutual Fund Sector Allocation

SOAAX sector allocation breaks down across Real Estate (87.5%), Industrials (6.5%), Financials (2.4%), Energy (0.5%), Consumer Discretionary (0.5%). Across 97 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

SOAAX sector exposure is important for understanding concentration risk. With Real Estate at 87.5%, the fund has significant sector concentration.

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