SOAIX Mutual Fund

NAV$9.79
See the full sector breakdown of SOAIX
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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PROPRO
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PROPRO
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PROPRO
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Industry BreakdownPRO

Top 15 industries by allocation

SOAIX Mutual Fund Sector Allocation

SOAIX sector allocation breaks down across Other (46.6%), Financials (25.4%), Utilities (12.2%), Real Estate (4.0%), Health Care (2.6%). Across 113 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

SOAIX sector exposure is important for understanding concentration risk. With Other at 46.6%, the fund has significant sector concentration.

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