SAMKX Mutual Fund
SAMKX Mutual Fund
NAV$46.87
TER0.69%
Holdings864
See how much of SAMKX you already own
SAMKX Mutual Fund
NAV$46.87
SA US Core Market Fund
TER0.69%
Holdings864
See how much of SAMKX you already own
SAMKX Mutual Fund Overlap Analysis
SAMKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SAMKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 864 holdings, SAMKX may share significant positions with broad-market funds.
SAMKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SAMKX tax-loss harvesting finds highly correlated but non-identical funds.