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SUMCX

ETF
SUMCX · UNKNOWN · 4 holdings
$10.87
$0.00 (0.00%)
Day Range
52-Week Range
Volume
Apertura —
Promedio 50D / 200D
Promedio 50D / 200D

About SUMCX

No description available for this ETF.

Fund Details

Expense Ratio
Inception Date
Prev. Close
$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