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quant Focused Fund

quant Mutual FundFocused FundActiveAs of 2026-07-31
Holdings
27
Concentrated
Top 10 weight
90%
Concentration
Strategy
Active
Portfolio style
Equity
70%
Asset allocation

Portfolio

10Sectors9Large positions13.4%Top: Power21.3%Cash

Market-cap allocation

Large cap44%
Mid cap6%
Small cap14%

Asset allocation

Equity70%

Top holdings

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Portfolio insights

Portfolio read

  • 70% equity.
  • Large-cap exposure is 44%.
  • Largest equity sector is Power at 13.4%.

Watchpoints

  • Review concentration alongside the fund mandate.

Generated from current fund metrics. Educational research only.

Peer comparison

Other funds in Focused Fund.

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Sector exposure

Showing top sectors from the current portfolio.

Power13.4%
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