SAOPX Mutual Fund
SAOPX Mutual Fund
NAV$13.96
AUM$22M
TER0.99%
Holdings17
See how much of SAOPX you already own
SAOPX Mutual Fund
NAV$13.96
Barrett Opportunity Fund
AUM$22M
TER0.99%
Holdings17
See how much of SAOPX you already own
SAOPX Mutual Fund Overlap Analysis
SAOPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SAOPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 17 holdings, SAOPX may share significant positions with broad-market funds.
SAOPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SAOPX tax-loss harvesting finds highly correlated but non-identical funds.