SUMCX
ETF
SUMCX
·
UNKNOWN
·
4 holdings
10,87 €
0,00 €
(0,00%)
Day Range
—
52-Week Range
—
Volume
—
Ouverture —
Moyenne 50J / 200J
—
Moyenne 50J / 200J
—
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
Saratoga Advantage T
Saratoga Advantage Trust
Vanguard Bond Index
Vanguard Bond Index Funds
Eaton Vance Mutual F
Eaton Vance Mutual Funds Trust
Vanguard Star Fund
Vanguard Star Fund
Other positions
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
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