Holdings
3
Concentrated
Top 10 weight
100%
Concentration
Strategy
Active
Portfolio style
Equity
98%
Asset allocation
Portfolio
1Sectors1Large positions98.2%Top: Overseas Mutual Fund0.0%Cash
Market-cap allocation
Asset allocation
Equity98%
Top holdings
GMO Quality Investment FundEQUITY98.2%
Triparty RepoDERIVATIVE1.8%
Net Current Assets/(Liabilities)DERIVATIVE0.03%
Portfolio insights
Portfolio read
- 98% equity.
- Large-cap exposure is 0%.
- Largest equity sector is Overseas Mutual Fund at 98.2%.
Watchpoints
- Sector concentration is elevated: Overseas Mutual Fund represents 98%.
Generated from current fund metrics. Educational research only.
Peer comparison
Other funds in this category.
Explore comparable funds →Sector exposure
Showing top sectors from the current portfolio.
Overseas Mutual Fund98.2%