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Union Small Cap Fund

Union Mutual FundSmall Cap FundActiveAs of 2026-07-31
Holdings
83
Broad portfolio
Top 10 weight
30%
Concentration
Strategy
Active
Portfolio style
Equity
98%
Asset allocation

Portfolio

30Sectors0Large positions10.0%Top: Electrical Equipment0.0%Cash

Market-cap allocation

Large cap2%
Mid cap17%
Small cap76%

Asset allocation

Equity98%

Top holdings

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Portfolio insights

Portfolio read

  • 98% equity.
  • Large-cap exposure is 2%.
  • Largest equity sector is Electrical Equipment at 10.0%.

Watchpoints

  • Review concentration alongside the fund mandate.

Generated from current fund metrics. Educational research only.

Peer comparison

Other funds in Small Cap Fund.

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Sector exposure

Showing top sectors from the current portfolio.

Banks9.5%
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