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OBFCE

Old Bridge Mutual Fund As of 2026-06-30
Holdings
25
Concentrated
Top 10 weight
57%
Concentration
Active share
-
Style
Equity
93%
Asset allocation

Portfolio

-Sectors 7High-conviction bets -Top sector wt. 0.0%Cash

Market-cap allocation

Large cap45%
Mid cap15%
Small cap33%

Asset allocation

Equity93%

Top holdings

Triparty RepoCASH_EQUIVALENT
5.5%

AI Smart summary

Pros

  • Balanced across the metrics we track.

Cons

  • Compact 25-stock portfolio - higher single-stock impact.

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.

Pharmaceuticals & Biotechnology14.0%
Automobiles11.6%
Non - Ferrous Metals7.6%
Finance7.5%
Transport Services7.3%
Telecom - Services5.9%
Commercial Services & Supplies5.8%
Realty5.0%
Auto Components4.3%
Banks3.9%
Beverages3.7%
Ferrous Metals3.5%
Capital Markets2.8%
Agricultural Food & other Products2.8%