SUMAX Mutual Fund
NAV$10.00
AUM$668M
TER0.82%
Holdings501
SUMAX Mutual Fund
NAV$10.00
STET Short Duration Municipal Fund Class F
AUM$668M
TER0.82%
Holdings501
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See the full sector breakdown of SUMAX
Sector concentration, industry allocation and the exact weight of every sector.
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SUMAX Mutual Fund Sector Allocation
SUMAX sector allocation breaks down across Other (68.1%), Financials (15.7%), Utilities (7.2%), Industrials (1.8%), Real Estate (1.1%). Across 501 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
SUMAX sector exposure is important for understanding concentration risk. With Other at 68.1%, the fund has significant sector concentration.
SUMAX geographic allocation shows country exposure. SUMAX overlap calculator reveals how sector exposure compares with other funds.