What is my exposure to small caps?
An allocation question asks how a portfolio is divided — by asset class, sector, region or currency. What counts is the weight of each slice against the total, and the look-through into funds: an ETF is not one holding but hundreds.
Worked through on a sample portfolio. The figures below are that portfolio’s, not yours.
Here's your small-cap exposure.
| Asset class | Weight (%) | Value (EUR) |
|---|---|---|
| Small Cap | 0,83% | 750,64 € |
Notes:
- This breakdown uses the market-cap view and has coverage 99,50%.
- The "Value (EUR)" column is the market value of holdings classified as small cap.
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See this for your own portfolio
The assistant answers the same question about your own holdings, with your figures and today’s prices. Import from your broker, or open the demo portfolio and ask it there.