SOCUX Mutual Fund

SOCUX Mutual Fund

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See the full sector breakdown of SOCUX
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

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Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

SOCUX Mutual Fund Sector Allocation

SOCUX sector allocation breaks down across Utilities (81.7%), Financials (3.4%), Energy (2.7%), Industrials (2.1%). Across 53 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

SOCUX sector exposure is important for understanding concentration risk. With Utilities at 81.7%, the fund has significant sector concentration.

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