SAIEX Mutual Fund
SAIEX Mutual Fund
NAV$11.99
AUM$66,679.57
TER1.28%
Holdings66
See how much of SAIEX you already own
SAIEX Mutual Fund
NAV$11.99
Spirit of America Energy Fund Institutional Class
AUM$66,679.57
TER1.28%
Holdings66
See how much of SAIEX you already own
SAIEX Mutual Fund Overlap Analysis
SAIEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SAIEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 66 holdings, SAIEX may share significant positions with broad-market funds.
SAIEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SAIEX tax-loss harvesting finds highly correlated but non-identical funds.