UMBMX Mutual Fund

UMBMX Mutual Fund

NAV$28.21
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See the full sector breakdown of UMBMX
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

UMBMX Mutual Fund Sector Allocation

UMBMX sector allocation breaks down across Information Technology (13.1%), Financials (11.6%), Industrials (11.1%), Energy (9.9%), Materials (8.5%). Across 125 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

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