SVALX Mutual Fund

SVALX Mutual Fund

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See the full sector breakdown of SVALX
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

SVALX Mutual Fund Sector Allocation

SVALX sector allocation breaks down across Consumer Staples (14.6%), Financials (12.8%), Utilities (12.6%), Health Care (11.4%), Real Estate (10.3%). Across 51 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

SVALX by country shows geographic exposure. SVALX overlap reveals how sector exposure compares with other funds.