SAMAX Mutual Fund Analysis & Holdings | MarketXLS

SAMAX Mutual Fund

NAV$12.74

AUM$108,293.03

TER2.41%

Holdings11

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SAMAX Mutual Fund

NAV$12.74

Saratoga Moderately Aggressive Balanced Allocation Portfolio Class A

AUM$108,293.03

TER2.41%

Holdings11

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

SAMAX Mutual Fund Overlap Analysis

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

SAMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, SAMAX may share significant positions with broad-market funds.

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