Mutual Fund Report: Holdings

The Holdings section is divided into 4 major categories, starting with a quick snapshot of the Holdings.

As you can see, it offers the number of securities the mutual fund holds, P/E and P/B ratio, and the Top 5 and 10 holding percentages.

The next category is Asset Allocation.

In the asset allocation tab, one can see the total asset allocation of the fund across the past three months.

The next category is Top Holdings.

In the top holdings tab, the user can see a list of all the stocks the fund has invested in, in descending order. Toggle through the other options (international equity, debt, and others) to see the details.

The last category is Sector allocation.

This tab helps users see the fund's exposure to each sector every month. We'll now move on to the last article of the mutual fund report.