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focused fund

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Financial Dictionary

Focused Fund

Funds that contain a large holding of a small amount of stocks.

Investopedia Commentary

There are three general types of focused funds:

1. Those who hold a portfolio concentrated in approximately 10 to 30 stocks.

2. Those who concentrate their holdings within 1 to 3 sectors.

3. Those who hold a large number of different stocks, but a large portion of their total portfolio value is concentrated in a very small number of stocks. Also known as "underdiversified funds" or "concentrated funds."

Related Links

Do Focused Funds Provide a Better Outlook?

See also: Asset Allocation, Diversification, Mutual Fund, Portfolio

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