SDSDX Mutual Fund Analysis & Holdings | MarketXLS

SDSDX Mutual Fund

TER1.87%

Holdings10

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

SDSDX Mutual Fund

SEI Asset Allocation Trust - Defensive Strategy Fund Class D

TER1.87%

Holdings10

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 SDSDX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings SDSDX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SDSDX Mutual Fund Overlap Analysis

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

SDSDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, SDSDX may share significant positions with broad-market funds.

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