CONWX Mutual Fund
CONWX Mutual Fund
NAV$20.91
AUM$43M
TER1.80%
Holdings54
See how much of CONWX you already own
CONWX Mutual Fund
NAV$20.91
Concorde Wealth Management Fund
AUM$43M
TER1.80%
Holdings54
See how much of CONWX you already own
CONWX Mutual Fund Geographic Allocation
CONWX geographic allocation spans US (80.5%), United States (7.4%), Canada (7.1%), Bermuda (1.4%), Mexico (1.1%). The fund covers 3 regions.
CONWX country exposure helps investors assess international diversification and geopolitical risk. CONWX sectors alongside geography give a fuller picture of portfolio allocation.