SUMCX Mutual Fund
NAV$11.35
AUM$719,968.14
TER2.72%
Holdings9
SUMCX Mutual Fund
NAV$11.35
Saratoga Conservative Balanced Allocation Portfolio Class C
AUM$719,968.14
TER2.72%
Holdings9
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See the full sector breakdown of SUMCX
Sector concentration, industry allocation and the exact weight of every sector.
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SUMCX Mutual Fund Sector Allocation
SUMCX sector allocation breaks down across Unknown (85.7%), Financials (14.5%). Across 9 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
SUMCX sector exposure is important for understanding concentration risk. With Unknown at 85.7%, the fund has significant sector concentration.
SUMCX geographic allocation shows country exposure. SUMCX overlap calculator reveals how sector exposure compares with other funds.