SAPYX Mutual Fund
SAPYX Mutual Fund
NAV$37.09
AUM$989M
TER0.67%
Holdings62
See how much of SAPYX you already own
SAPYX Mutual Fund
NAV$37.09
ClearBridge Appreciation Fund Class I
AUM$989M
TER0.67%
Holdings62
See how much of SAPYX you already own
SAPYX Mutual Fund Overlap Analysis
SAPYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SAPYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 62 holdings, SAPYX may share significant positions with broad-market funds.
SAPYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SAPYX tax-loss harvesting finds highly correlated but non-identical funds.