OAKLX Mutual Fund

NAV$88.80
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Sector Concentration Analysis

Top 3 Sectors
••.•%
of total portfolio
Concentration Level
••••
concentration risk
Largest Sector
••.•%
••••••••

Sector Allocation

Sector Breakdown

SectorHoldingsWeight
••••••••
7530.00%
••••••••
6520.00%
••••••••
6018.00%
••••••••
5015.00%
••••••••
4512.00%

Industry Breakdown

Top 15 industries by allocation

OAKLX Mutual Fund Sector Allocation

OAKLX sector allocation breaks down across Financials (25.7%), Information Technology (16.8%), Health Care (12.7%), Energy (10.4%), Unknown (10.0%). Across 26 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

OAKLX geographic allocation shows country exposure. OAKLX overlap calculator reveals how sector exposure compares with other funds.