UTAVX Mutual Fund

UTAVX Mutual Fund

NAV$9.61
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See the full sector breakdown of UTAVX
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

UTAVX Mutual Fund Sector Allocation

UTAVX sector allocation breaks down across Financials (10.0%), Real Estate (5.2%), Industrials (4.8%), Utilities (4.7%), Health Care (0.9%). Across 150 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

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