SRMSX Mutual Fund

SRMSX Mutual Fund

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See the full sector breakdown of SRMSX
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

SRMSX Mutual Fund Sector Allocation

SRMSX sector allocation breaks down across Financials (30.0%), Utilities (10.2%), Consumer Discretionary (3.8%), Real Estate (2.0%), Energy (1.5%). Across 137 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

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