SECIX Mutual Fund

NAV$48.33

AUM$45M

TER1.10%

Holdings103

SECIX Mutual Fund

NAV$48.33

NAA Large Cap Value Fund Class A

AUM$45M

TER1.10%

Holdings103

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

Holdings Overlap Analysis

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

SECIX Mutual Fund Overlap Analysis

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

SECIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 103 holdings, SECIX may share significant positions with broad-market funds.

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