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Old Bridge Focused Fund

Old Bridge Mutual FundFocused FundActiveAs of 2026-07-31
Holdings
26
Concentrated
Top 10 weight
58%
Concentration
Strategy
Active
Portfolio style
Equity
92%
Asset allocation

Portfolio

18Sectors6Large positions12.9%Top: Pharmaceuticals & Biotechnology0.0%Cash

Market-cap allocation

Large cap43%
Mid cap17%
Small cap32%

Asset allocation

Equity92%

Top holdings

Triparty RepoDERIVATIVE8.5%
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Portfolio insights

Portfolio read

  • 92% equity.
  • Large-cap exposure is 43%.
  • Largest equity sector is Pharmaceuticals & Biotechnology at 12.9%.

Watchpoints

  • Review concentration alongside the fund mandate.

Generated from current fund metrics. Educational research only.

Peer comparison

Other funds in Focused Fund.

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Sector exposure

Showing top sectors from the current portfolio.

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