SAAAX Mutual Fund

NAV$8.46

AUM$1.1B

TER1.34%

Holdings138

SAAAX Mutual Fund

NAV$8.46

SIMT Multi-Asset Accumulation Fund Class F

AUM$1.1B

TER1.34%

Holdings138

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Holdings Overlap Analysis

Compare SAAAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings SAAAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.