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Samco Large Cap Fund

Samco Mutual FundLarge Cap FundActiveAs of 2026-06-30
Holdings
27
Concentrated
Top 10 weight
59%
Concentration
Strategy
Active
Portfolio style
Equity
83%
Asset allocation

Portfolio

16Sectors3Large positions15.1%Top: Power16.9%Cash

Market-cap allocation

Large cap80%
Mid cap3%

Asset allocation

Equity83%

Top holdings

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Portfolio insights

Portfolio read

  • 83% equity.
  • Large-cap exposure is 80%.
  • Largest equity sector is Power at 15.1%.

Watchpoints

  • Review concentration alongside the fund mandate.

Generated from current fund metrics. Educational research only.

Peer comparison

Other funds in Large Cap Fund.

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Sector exposure

Showing top sectors from the current portfolio.

Power15.1%
Banks5.8%
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