VALSX Mutual Fund

VALSX Mutual Fund

NAV$30.08
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See the full sector breakdown of VALSX
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

VALSX Mutual Fund Sector Allocation

VALSX sector allocation breaks down across Information Technology (34.6%), Industrials (28.7%), Financials (13.2%), Health Care (6.7%), Consumer Staples (4.6%). Across 41 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

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