UBVCX Mutual Fund

NAV$79.23
See the full sector breakdown of UBVCX
Sector concentration, industry allocation and the exact weight of every sector.
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Sector Concentration AnalysisPRO

Top 3 Sectors
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of total portfolio
Concentration Level
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concentration risk
Largest Sector
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Sector AllocationPRO

Sector BreakdownPRO

SectorHoldingsWeight
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PROPRO
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PROPRO
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PROPRO
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Industry BreakdownPRO

Top 15 industries by allocation

UBVCX Mutual Fund Sector Allocation

UBVCX sector allocation breaks down across Financials (24.5%), Materials (12.2%), Real Estate (10.7%), Industrials (9.6%), Consumer Discretionary (7.6%). Across 90 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

UBVCX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.

UBVCX geographic allocation shows country exposure. UBVCX overlap calculator reveals how sector exposure compares with other funds.