Holdings
18
Concentrated
Top 10 weight
78%
Concentration
Active share
-
Style
Equity
0%
Asset allocation
Portfolio
-Sectors
7High-conviction bets
-Top sector wt.
18.4%Cash
Market-cap allocation
Cap allocation not available for this fund.
Asset allocation
Debt81%
Cash18%
Top holdings
18.4%
7.9%
7.9%
7.9%
6.5%
4.3%
4.3%
4.3%
4.3%
4.0%
4.0%
4.0%
4.0%
3.9%
3.9%
2.2%
2.2%
2.2%
2.2%
2.1%
2.1%
2.1%
2.1%
AI Smart summary
Pros
- Balanced across the metrics we track.
Cons
- Compact 18-stock portfolio - higher single-stock impact.
- High top-10 concentration (78%).
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Other funds in this category.
No peers found in this category.
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
69.2%
43.0%
22.2%
19.3%
19.0%
11.8%
8.6%
2.6%
2.1%
0.9%