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Samco Large & Mid Cap Fund

Samco Mutual FundLarge & Mid Cap FundActiveAs of 2026-06-30
Holdings
33
Concentrated
Top 10 weight
56%
Concentration
Strategy
Active
Portfolio style
Equity
92%
Asset allocation

Portfolio

14Sectors7Large positions29.4%Top: Electrical Equipment8.3%Cash

Market-cap allocation

Large cap43%
Mid cap46%

Asset allocation

Equity92%

Top holdings

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Portfolio insights

Portfolio read

  • 92% equity.
  • Large-cap exposure is 43%.
  • Largest equity sector is Electrical Equipment at 29.4%.

Watchpoints

  • Sector concentration is elevated: Electrical Equipment represents 29%.

Generated from current fund metrics. Educational research only.

Peer comparison

Other funds in Large & Mid Cap Fund.

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Sector exposure

Showing top sectors from the current portfolio.

Power11.3%
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