UGTIX Mutual Fund

UGTIX Mutual Fund

NAV$31.62
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See the full sector breakdown of UGTIX
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
Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

UGTIX Mutual Fund Sector Allocation

UGTIX sector allocation breaks down across Information Technology (15.5%), Financials (15.3%), Consumer Discretionary (6.5%), Industrials (6.4%), Health Care (5.4%). Across 781 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

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