SOIAX Mutual Fund

SOIAX Mutual Fund

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See the full sector breakdown of SOIAX
Sector concentration, industry allocation and the exact weight of every sector.
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Built by a team trusted since 2014.

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

SOIAX Mutual Fund Sector Allocation

SOIAX sector allocation breaks down across Real Estate (85.7%), Industrials (7.5%), Financials (3.4%), Consumer Discretionary (2.0%), Energy (0.5%). Across 97 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

SOIAX sector exposure is important for understanding concentration risk. With Real Estate at 85.7%, the fund has significant sector concentration.

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