SAIFX Mutual Fund
SAIFX Mutual Fund
NAV$44.32
AUM$864M
TER0.49%
Holdings57
See how much of SAIFX you already own
SAIFX Mutual Fund
NAV$44.32
ClearBridge Large Cap Value Fund Class I
AUM$864M
TER0.49%
Holdings57
See how much of SAIFX you already own
SAIFX Mutual Fund Overlap Analysis
SAIFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SAIFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 57 holdings, SAIFX may share significant positions with broad-market funds.
SAIFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SAIFX tax-loss harvesting finds highly correlated but non-identical funds.