UMPIX Mutual Fund

UMPIX Mutual Fund

NAV$91.80
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See the full sector breakdown of UMPIX
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

UMPIX Mutual Fund Sector Allocation

UMPIX sector allocation breaks down across Industrials (13.1%), Financials (9.8%), Information Technology (9.2%), Consumer Discretionary (6.4%), Health Care (5.6%). Across 413 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

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