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Samco Arbitrage Fund

Samco Mutual FundArbitrage FundActiveAs of 2026-06-30
Holdings
18
Concentrated
Top 10 weight
88%
Concentration
Strategy
Active
Portfolio style
Equity
43%
Asset allocation

Portfolio

10Sectors2Large positions9.8%Top: Automobiles57.3%Cash

Market-cap allocation

Large cap36%
Mid cap5%

Asset allocation

Equity43%

Top holdings

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Portfolio insights

Portfolio read

  • 43% equity.
  • Large-cap exposure is 36%.
  • Largest equity sector is Automobiles at 9.8%.

Watchpoints

  • Review concentration alongside the fund mandate.

Generated from current fund metrics. Educational research only.

Peer comparison

Other funds in Arbitrage Fund.

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Sector exposure

Showing top sectors from the current portfolio.

Banks9.6%
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