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SUMCX

ETF
SUMCX · UNKNOWN · 4 holdings
KWD 10.87
KWD 0.00 (0.00%)
Day Range
52-Week Range
Volume
فتح —
متوسط 50 يوم / 200 يوم
متوسط 50 يوم / 200 يوم

About SUMCX

No description available for this ETF.

Fund Details

Expense Ratio
Inception Date
Prev. Close
KWD 10.87
Exchange
UNKNOWN
Currency
USD
Holdings As Of
Apr 10, 2026
Tracked Holdings
0.0%
HHI Score
2993.49

Performance

Low (10.6%) ↗ Recovering
1W
▲ 1.94%
1M
0.00%
3M
▼ -0.36%
6M
▼ -6.60%
YTD
▼ -0.09%
1Y
▲ 6.05%
3Y
▲ 11.40%

Positive 1W (+1.94%) after negative 1M (+0.0%) — trend may be reversing

Price History

Concentration Risk

85.84% Highly Concentrated
Diversified Concentrated

The top 10 holdings represent 85.84% of the fund. This ETF is heavily concentrated — performance is largely driven by a few stocks.

Top 10 Holdings

85.84% of fund
Saratoga Advantage T Saratoga Advantage Trust
40.00%
Vanguard Bond Index Vanguard Bond Index Funds
36.46%
Eaton Vance Mutual F Eaton Vance Mutual Funds Trust
7.87%
Vanguard Star Fund Vanguard Star Fund
1.51%
Other positions
14.16%

All Holdings (4)

Top 10: 85.84% of fund
# Ticker Name Weight Shares Market Value
1 Saratoga Advantage T Saratoga Advantage Trust 40.00% 61,278 1.34 M
2 Vanguard Bond Index Vanguard Bond Index Funds 36.46% 114,739 1.22 M
3 Eaton Vance Mutual F Eaton Vance Mutual Funds Trust 7.87% 29,602 262,570.44
4 Vanguard Star Fund Vanguard Star Fund 1.51% 1,254 50,391.54
Showing top 10 of 4 holdings · Listed: 85.84% · 14.16% in other positions