SECYX Mutual Fund
SECYX Mutual Fund
NAV$9.33
AUM$60M
TER0.37%
Holdings460
See how much of SECYX you already own
SECYX Mutual Fund
NAV$9.33
SDIT Ultra Short Duration Bond Fund Class Y
AUM$60M
TER0.37%
Holdings460
See how much of SECYX you already own
SECYX Mutual Fund Overlap Analysis
SECYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SECYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 460 holdings, SECYX may share significant positions with broad-market funds.
SECYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SECYX tax-loss harvesting finds highly correlated but non-identical funds.