SAMIX Mutual Fund

NAV$12.49

AUM$998,463.93

TER2.16%

Holdings11

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SAMIX Mutual Fund

NAV$12.49

Saratoga Moderately Aggressive Balanced Allocation Portfolio Class I

AUM$998,463.93

TER2.16%

Holdings11

See how much of SAMIX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

SAMIX Mutual Fund Overlap Analysis

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

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

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