SAAAX Mutual Fund
SAAAX Mutual Fund
NAV$8.56
AUM$1.1B
TER1.34%
Holdings138
See how much of SAAAX you already own
SAAAX Mutual Fund
NAV$8.56
SIMT Multi-Asset Accumulation Fund Class F
AUM$1.1B
TER1.34%
Holdings138
See how much of SAAAX you already own
SAAAX Mutual Fund Overlap Analysis
SAAAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SAAAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 138 holdings, SAAAX may share significant positions with broad-market funds.
SAAAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SAAAX tax-loss harvesting finds highly correlated but non-identical funds.