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AALIX
Hedged Income Fund, A Share Class
Analysis
Analyst Forecasts
Holdings
Dividends
Technical Analysis
Similar Mutual Funds

AALIX Mutual Fund Holdings Information

Holdings Count
75
Total Assets
29.95M
Top 10 Percentage
42.90%
See the full list of holdings, find out what stocks are the most undervalued and get access to the all Mutual Fund's smart score and filters.Go Premium
75 Holdings
75 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
AAPL
Apple Inc
5.71%
$1.61M
―
$3.36T
23.24%
24 Buy
8 Hold
1 Sell
Moderate Buy
―
MSFT
Microsoft
5.58%
$1.58M
―
$3.20T
31.08%
29 Buy
1 Hold
0 Sell
Strong Buy
―
JPM
JPMorgan Chase & Co.
4.52%
$1.28M
―
$590.46B
39.35%
15 Buy
5 Hold
0 Sell
Strong Buy
―
EMR
Emerson Electric
4.36%
$1.23M
―
$59.38B
4.92%
9 Buy
3 Hold
1 Sell
Moderate Buy
―
MRK
Merck & Company
4.09%
$1.15M
―
$300.73B
10.51%
16 Buy
2 Hold
0 Sell
Strong Buy
―
DOW
Dow Inc.
3.85%
$1.09M
―
$36.20B
-2.38%
3 Buy
11 Hold
0 Sell
Hold
―
AZN
AstraZeneca
3.78%
$1.07M
―
$242.10B
17.86%
7 Buy
1 Hold
0 Sell
Strong Buy
―
AVGO
Broadcom Inc.
3.76%
$1.06M
―
$755.09B
90.38%
24 Buy
3 Hold
0 Sell
Strong Buy
―
AMZN
Amazon.Com, Inc.
3.68%
$1.04M
―
$1.96T
35.46%
42 Buy
1 Hold
0 Sell
Strong Buy
―
PSX
Phillips 66 (PSX)
3.57%
$1.01M
―
$54.54B
8.39%
8 Buy
6 Hold
0 Sell
Moderate Buy
―
Rows:
10

Sector Breakdown

23.48%Technology15.37%Healthcare13.41%Financial11.73%Consumer Cyclical9.03%Industrials8.16%Energy5.35%Communication Services5.17%Consumer Defensive3.74%Basic Materials2.63%Utilities1.93%Real Estate23.48%Technology
Technology
23.48%
Healthcare
15.37%
Financial
13.41%
Consumer Cyclical
11.73%
Industrials
9.03%
Energy
8.16%
Communication Services
5.35%
Consumer Defensive
5.17%
Basic Materials
3.74%
Utilities
2.63%
Real Estate
1.93%

Countries Breakdown

103.09%United States103.09%United States
United States
103.09%

Breakdown By Smart Score

17.01%Outperform1018.46%Outperform928.57%Outperform88.81%Neutral717.75%Neutral63.74%Neutral52.63%Neutral43.04%Underperform28
The weighted average smart score of the AALIX Mutual Fund is 8
10
17.01%
9
18.46%
8
28.57%
7
8.81%
6
17.75%
5
3.74%
4
2.63%
3
0.00%
2
3.04%
1
0.00%

AALIX Mutual Funds FAQ

What are Mutual Funds AALIX’s top 3 holdings?
AALIX’s top 3 holdings are AAPL, MSFT, JPM.
    What is Mutual Funds AALIX’s holdings count?
    Mutual Funds AALIX’s is holdings 75 different assets.
      What are the total assets of Mutual Funds AALIX?
      Mutual Funds AALIX’s total assets are 29.95M.

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