SOAMX Mutual Fund

SOAMX Mutual Fund

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See the full sector breakdown of SOAMX
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

SOAMX Mutual Fund Sector Allocation

SOAMX sector allocation breaks down across Financials (26.0%), Utilities (8.3%), Industrials (3.3%), Health Care (1.1%), Consumer Discretionary (1.0%). Across 106 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

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