Sector exposure

Diversified Financial Services +0.01pp 7D

92 funds with Diversified Financial Services exposure · showing top 5 · average allocation in displayed funds 7.9%

Funds
5
Avg weight
7.9%
Sector Signals · Diversified Financial Services Rule-based · derived from FMP & FE data
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Top Diversified Financial Services-exposed funds

Sorted by sector weight · 5 funds total
Fund
Manager
Sector weight
1Y return
MG
Muzinich Global Tactical Credit Fund
IE00BD2Z9G27
Muzinich & Co.
10.4%
+7.4%
MG
Muzinich Global Short Duration Investment Grade Fund
IE00BJCX8M77
Muzinich & Co.
10.1%
+4.2%
ME
Muzinich Enhancedyield Short-Term Fund
IE000VJLET68
Muzinich & Co.
8.5%
—
SS
State Street SPDR S&P Bank ETF
US78464A7972
SPDR ETFs
7%
+26.5%
L-
Lumyna - American Debt - Securitised UCITS Fund
LU1720795803
Lumyna
3.5%
+4.1%
Top Diversified Financial Services Holdings Across Funds
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FEDERAL NATIONAL MORTGAGE ASSOCIATION 2.500% 01/06/2051
Unknown
2.23%
in 1 funds
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FEDERAL HOME LOAN MORTGAGE CORP. 2.000% 01/09/2050
Unknown
2.11%
in 1 funds
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FEDERAL NATIONAL MORTGAGE ASSOCIATION 2.000% 01/03/2051
Unknown
1.93%
in 1 funds
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FEDERAL NATIONAL MORTGAGE ASSOCIATION 2.000% 01/11/2036
Unknown
1.63%
in 1 funds
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TRIUMPH FINANCIAL, INC.
Unknown
1.17%
in 1 funds
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VOYA FINL INC
Unknown
1.14%
in 1 funds
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Apollo Asset Management Inc.
Unknown
1.13%
in 1 funds
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CATHAY GENERAL BANCORP
Unknown
1.13%
in 1 funds
Conviction Score vs MSCI Benchmark
Fund weight vs MSCI World benchmark (0%)
Muzinich Global Tact..
+10.4%
Muzinich Global Shor..
+10.1%
Muzinich Enhancedyie..
+8.5%
State Street SPDR S&..
+7%
Lumyna - American De..
+3.5%
Performance Chart
Top 5-fund composite (rebased to 100, equal-weighted) Real fund NAV data 2026-01-09 → 2026-05-29
Diversified Financial Services Sector News
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FundBenchmark
Data updated in real-time from FMP, FE fundinfo & MSCI