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KARIX Mutual Fund Holdings Information

Holdings Count
31
Total Assets
36.13M
Top 10 Percentage
47.24%
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
31 Holdings
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
NextEra Energy Inc.
6.69%
$2.40M
$147.58B
-1.18%
14 Buy
5 Hold
1 Sell
Moderate Buy
premium
Iberdrola SA (UK)
5.35%
$1.92M
€74.57B
4.61%
6 Buy
6 Hold
1 Sell
Moderate Buy
premium
Eversource Energy
5.03%
$1.81M
$20.19B
-16.29%
3 Buy
6 Hold
0 Sell
Moderate Buy
premium
Enel S.p.A.
4.96%
$1.78M
€67.55B
14.26%
8 Buy
5 Hold
0 Sell
Moderate Buy
premium
AES Corporation
4.96%
$1.78M
$12.71B
-13.28%
5 Buy
1 Hold
0 Sell
Strong Buy
premium
ORSTED
Orsted
4.27%
$1.53M
$23.73B
-41.74%
7 Buy
2 Hold
0 Sell
Strong Buy
premium
Algonquin Power
4.15%
$1.49M
$4.67B
-23.18%
2 Buy
4 Hold
0 Sell
Moderate Buy
premium
Constellation Energy Corporation
4.02%
$1.44M
$66.22B
129.94%
6 Buy
4 Hold
0 Sell
Moderate Buy
premium
Quanta Services
4.01%
$1.44M
$37.27B
30.66%
9 Buy
2 Hold
0 Sell
Strong Buy
premium
Ge Aerospace
3.79%
$1.36M
$178.42B
88.83%
13 Buy
0 Hold
0 Sell
Strong Buy
premium

Sector Breakdown

72.22%Utilities12.53%Industrials10.59%Energy4.66%Technology72.22%Utilities
Utilities
72.22%
Industrials
12.53%
Energy
10.59%
Technology
4.66%

Countries Breakdown

42.14%United States13.78%Canada8.18%Germany7.05%Italy5.46%Spain5.36%United Kingdom4.36%Denmark3.00%Portugal2.26%France42.14%United States
United States
42.14%
Canada
13.78%
Germany
8.18%
Italy
7.05%
Spain
5.46%
United Kingdom
5.36%
Denmark
4.36%
Portugal
3.00%
France
2.26%

Breakdown By Smart Score

13.03%Outperform1013.17%Outperform99.23%Outperform842.87%Neutral711.73%Neutral66.78%Neutral52.37%Neutral40.83%Underperform17
The weighted average smart score of the KARIX Mutual Fund is 7
10
13.03%
9
13.17%
8
9.23%
7
42.87%
6
11.73%
5
6.78%
4
2.37%
3
0.00%
2
0.00%
1
0.83%

KARIX Mutual Funds FAQ

What are Mutual Funds KARIX’s top 3 holdings?
KARIX’s top 3 holdings are NEE, ES:IBE, ES.
    What is Mutual Funds KARIX’s holdings count?
    Mutual Funds KARIX’s is holdings 31 different assets.
      What are the total assets of Mutual Funds KARIX?
      Mutual Funds KARIX’s total assets are 36.13M.
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