SDSIX Mutual Fund

NAV$4.93

AUM$220,014.13

TER1.40%

Holdings579

See how much of SDSIX you already own

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SDSIX Mutual Fund

NAV$4.93

Western Asset Income Fund Class C1

AUM$220,014.13

TER1.40%

Holdings579

See how much of SDSIX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

SDSIX Mutual Fund Overlap Analysis

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

SDSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 579 holdings, SDSIX may share significant positions with broad-market funds.

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