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Samco Special Opportunities Fund

Samco Mutual FundSectoral / ThematicActiveAs of 2026-06-30
Holdings
38
Concentrated
Top 10 weight
38%
Concentration
Strategy
Active
Portfolio style
Equity
98%
Asset allocation

Portfolio

10Sectors1Large positions19.2%Top: Electrical Equipment2.1%Cash

Market-cap allocation

Large cap17%
Mid cap24%
Small cap57%

Asset allocation

Equity98%

Top holdings

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Portfolio insights

Portfolio read

  • 98% equity.
  • Large-cap exposure is 17%.
  • Largest equity sector is Electrical Equipment at 19.2%.

Watchpoints

  • Review concentration alongside the fund mandate.

Generated from current fund metrics. Educational research only.

Peer comparison

Other funds in Sectoral / Thematic.

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Sector exposure

Showing top sectors from the current portfolio.

Banks15.3%
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