SOAEX Mutual Fund

SOAEX Mutual Fund

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See the full sector breakdown of SOAEX
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

SOAEX Mutual Fund Sector Allocation

SOAEX sector allocation breaks down across Energy (85.4%), Utilities (5.5%), Industrials (4.7%), Real Estate (2.5%), Financials (0.4%). Across 66 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

SOAEX sector exposure is important for understanding concentration risk. With Energy at 85.4%, the fund has significant sector concentration.

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