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OBFLX

Old Bridge Mutual Fund As of 2026-06-30
Holdings
37
Concentrated
Top 10 weight
33%
Concentration
Active share
-
Style
Equity
96%
Asset allocation

Portfolio

-Sectors 0High-conviction bets -Top sector wt. 0.0%Cash

Market-cap allocation

Large cap28%
Mid cap20%
Small cap46%

Asset allocation

Equity96%

Top holdings

AI Smart summary

Pros

  • Low top-10 concentration (33%).

Cons

  • Small-cap heavy (46%) - higher volatility.

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 & Biotechnology14.6%
Banks8.8%
Automobiles6.2%
Finance6.0%
Agricultural Food & other Products5.8%
Chemicals & Petrochemicals5.6%
Insurance5.2%
Construction5.1%
Leisure Services4.5%
Non - Ferrous Metals4.4%
Transport Services3.3%
Power3.1%
Commercial Services & Supplies3.1%
Agricultural, Commercial & Construction Vehicles3.0%