U.S. Managed Volatility Fund Class Y

Frequently Asked Questions About SUSYX

What are the top holdings of SUSYX?

A machine-readable holdings disclosure for U.S. Managed Volatility Fund Class Y (SUSYX) is not available from our data sources. Fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.

What sectors does SUSYX invest in?

U.S. Managed Volatility Fund Class Y (SUSYX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.

What sector is SUSYX most exposed to?

SUSYX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.

Is SUSYX a US-only fund?

The country allocation card on this page shows SUSYX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.

What does SUSYX invest in?

This fund primarily directs at least 80% of its investable capital – encompassing its net assets and any funds borrowed for investment purposes – into the equities of U.S. corporations across all market capitalization tiers. These investments may consist of common stocks, preferred stocks, exchange-traded funds (ETFs), and warrants. A smaller portion of the portfolio may also be allocated to American Depositary Receipts (ADRs), real estate investment trusts (REITs), and the shares of companies based outside the United States.