UGOFX Mutual Fund

UGOFX Mutual Fund

NAV$12.36
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See the full sector breakdown of UGOFX
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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Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

UGOFX Mutual Fund Sector Allocation

UGOFX sector allocation breaks down across Information Technology (22.7%), Financials (10.9%), Industrials (8.8%), Communication Services (6.4%), Health Care (6.3%). Across 409 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

UGOFX by country shows geographic exposure. UGOFX overlap reveals how sector exposure compares with other funds.