SUMAX Mutual Fund

NAV$9.98

AUM$668M

TER0.82%

Holdings489

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SUMAX Mutual Fund

NAV$9.98

STET Short Duration Municipal Fund Class F

AUM$668M

TER0.82%

Holdings489

See how much of SUMAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Top Countries

#	Country	Region	Allocation
1	US	Global	67.08%
2	United States	North America	27.67%
3	Canada	North America	0.22%
4	Netherlands	Europe	0.18%
5	France	Europe	0.15%
6	Mexico	North America	0.06%

SUMAX Mutual Fund Geographic Allocation

SUMAX geographic allocation spans US (67.1%), United States (27.7%), Canada (0.2%), Netherlands (0.2%), France (0.1%). The fund covers 3 regions.

SUMAX country exposure helps investors assess international diversification and geopolitical risk. SUMAX sectors alongside geography give a fuller picture of portfolio allocation.