Sector exposure

FINANCE COMPANIES

10 funds with FINANCE COMPANIES exposure · weighted average allocation 27.4% · 50th largest sector ranked across tracked funds

Funds
10
Avg weight
27.4%
Sector rank
#50 of 591
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Top FINANCE COMPANIES-exposed funds

Sorted by sector weight · 10 funds total
Fund
Manager
Sector weight
1Y return
US
Ultra Short Duration Bond
LU2334454522
HSBC
52.2%
+1.9%
OS
Ostrum SRI Credit 12M
FR0011375989
Natixis Investment Managers
49.5%
+4.3%
AW
AXA World Funds - US Credit Short Duration IG
LU0960403268
AXA Investment Managers
45.5%
+2%
AI
AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds
LU0192238508
AXA Investment Managers
36%
+3.5%
OC
Ostrum Credit Ultra Short Plus
FR0007053749
Natixis Investment Managers
26.1%
+4.4%
JE
Japan Equity Mid-Small Cap
LU2770464159
Edmond de Rothschild
19.4%
+41.5%
SM
Short Maturity Euro Bond Fund
LU0052620894
Morgan Stanley Investment Management
18.2%
+2%
BM
BNY Mellon Efficient U.S. High Yield Beta Fund
IE000VT2VA64
BNY
10.7%
+6.5%
SS
State Street SPDR Bloomberg High Yield Bond ETF
US78468R6229
SPDR ETFs
9.7%
-0.1%
GF
Global Fixed Income Opportunities Fund
LU0694238766
Morgan Stanley Investment Management
6.5%
+3.7%
Top FINANCE COMPANIES Holdings Across Funds
—
Euro-Schatz 2Y Future JUN 26 (DUM6)
Unknown
46.64%
in 1 funds
—
US 5YR NOTE JUN 26
Unknown
15.27%
in 1 funds
—
SPAIN (KINGDOM OF)
Unknown
7.11%
in 1 funds
—
US 10YR NOTE JUN 26
Unknown
6.23%
in 1 funds
—
REPUBBLICA ITALIANA 0.226% BDS 15/10/30 EUR1000 8Y 144A
Unknown
4.24%
in 1 funds
—
CCI GROUP INC
Unknown
3.81%
in 1 funds
—
SUMITOMO ELECTRIC INDUSTRIES, LTD.
Unknown
3.67%
in 1 funds
—
TOKYO TATEMONO CO., LTD.
Unknown
3.6%
in 1 funds
Conviction Score vs MSCI Benchmark
Fund weight vs MSCI World benchmark (0%)
Ultra Short Duration..
+52.2%
Ostrum SRI Credit 12M
+49.5%
AXA World Funds - US..
+45.5%
AXA IM Fixed Income ..
+36%
Ostrum Credit Ultra ..
+26.1%
Japan Equity Mid-Sma..
+19.4%
Short Maturity Euro ..
+18.2%
BNY Mellon Efficient..
+10.7%
State Street SPDR Bl..
+9.7%
Global Fixed Income ..
+6.5%
Performance Chart
Top 10-fund composite (rebased to 100, equal-weighted) FINANCE COMPANIES ETF (benchmark) Real fund NAV data 2025-05-12 → 2026-04-30
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Data updated in real-time from FMP, FE fundinfo & MSCI