SAMIX Mutual Fund

NAV$12.76

AUM$991,192.08

TER2.16%

Holdings11

SAMIX Mutual Fund

NAV$12.76

Saratoga Moderately Aggressive Balanced Allocation Portfolio Class I

AUM$991,192.08

TER2.16%

Holdings11

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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.