SAEXX Mutual Fund

NAV$1.00

TER0.19%

Holdings1

SAEXX Mutual Fund

NAV$1.00

State Street Institutional Treasury Plus Money Market Fund Investor Class

TER0.19%

Holdings1

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Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare SAEXX 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 SAEXX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SAEXX Mutual Fund Overlap Analysis

SAEXX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

SAEXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1 holdings, SAEXX may share significant positions with broad-market funds.

SAEXX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SAEXX tax-loss harvesting finds highly correlated but non-identical funds.