SRFMX Mutual Fund
NAV$12.74
TER0.70%
Holdings42
SRFMX Mutual Fund
NAV$12.74
Sarofim Equity Fund
TER0.70%
Holdings42
SRFMX Mutual Fund Sector Allocation
SRFMX sector allocation breaks down across Information Technology (37.8%), Financials (13.1%), Communication Services (10.9%), Health Care (7.3%), Industrials (4.6%). Across 42 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
SRFMX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.
SRFMX geographic allocation shows country exposure. SRFMX overlap calculator reveals how sector exposure compares with other funds.