SDRIX Mutual Fund Analysis & Holdings | MarketXLS

SDRIX Mutual Fund

NAV$15.93

AUM$414M

TER1.25%

Holdings17

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SDRIX Mutual Fund

NAV$15.93

Swan Defined Risk Fund Class I

AUM$414M

TER1.25%

Holdings17

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

SDRIX Mutual Fund Overlap Analysis

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

SDRIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 17 holdings, SDRIX may share significant positions with broad-market funds.

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