SVUIX Mutual Fund
SVUIX Mutual Fund
NAV$40.67
AUM$35M
TER0.92%
Holdings123
See how much of SVUIX you already own
SVUIX Mutual Fund
NAV$40.67
NAA SMid Cap Value Fund Institutional Class
AUM$35M
TER0.92%
Holdings123
See how much of SVUIX you already own
SVUIX Mutual Fund Sector Allocation
SVUIX sector allocation breaks down across Financials (18.1%), Industrials (12.6%), Consumer Discretionary (11.3%), Real Estate (9.1%), Information Technology (7.6%). Across 123 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
SVUIX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.
SVUIX by country shows geographic exposure. SVUIX overlap reveals how sector exposure compares with other funds.