STWVX Mutual Fund

NAV$9.92
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See the full sector breakdown of STWVX
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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Industry BreakdownPRO

Top 15 industries by allocation

STWVX Mutual Fund Sector Allocation

STWVX sector allocation breaks down across Financials (36.1%), Utilities (12.4%), Real Estate (8.4%), Consumer Discretionary (6.2%), Health Care (4.3%). Across 177 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

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