USTEX Mutual Fund

NAV$11.98
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio
FundXLS Pro
See the full sector breakdown of USTEX
Sector concentration, industry allocation and the exact weight of every sector.
X-ray my whole portfolio$99/yr Pro · Cancel anytime
From MarketXLS, trusted since 2014.

Sector Concentration AnalysisPRO

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

Sector AllocationPRO

Sector BreakdownPRO

SectorHoldingsWeight
PRO
PROPRO
PRO
PROPRO
PRO
PROPRO
PRO
PROPRO
PRO
PROPRO

Industry BreakdownPRO

Top 15 industries by allocation

USTEX Mutual Fund Sector Allocation

USTEX sector allocation breaks down across Financials (22.5%), Utilities (7.1%), Health Care (4.8%), Industrials (4.0%), Real Estate (2.5%). Across 548 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

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