SRMAX Mutual Fund

NAV$9.84
See the full sector breakdown of SRMAX
Sector concentration, industry allocation and the exact weight of every sector.
$49$29/mo
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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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PROPRO
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Industry BreakdownPRO

Top 15 industries by allocation

SRMAX Mutual Fund Sector Allocation

SRMAX sector allocation breaks down across Other (58.0%), Financials (30.0%), Utilities (10.2%), Consumer Discretionary (3.8%), Real Estate (2.0%). Across 137 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

SRMAX sector exposure is important for understanding concentration risk. With Other at 58.0%, the fund has significant sector concentration.

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