SUMCX Mutual Fund
SUMCX Mutual Fund
NAV$11.10
AUM$657,822.89
TER2.72%
Holdings9
See how much of SUMCX you already own
SUMCX Mutual Fund
NAV$11.10
Saratoga Conservative Balanced Allocation Portfolio Class C
AUM$657,822.89
TER2.72%
Holdings9
See how much of SUMCX you already own
SUMCX Mutual Fund Sector Allocation
SUMCX sector allocation breaks down across Financials (14.8%). Across 9 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
SUMCX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.
SUMCX by country shows geographic exposure. SUMCX overlap reveals how sector exposure compares with other funds.