SEDIX Mutual Fund

NAV$9.68

AUM$80,289.29

TER1.37%

Holdings10

SEDIX Mutual Fund

NAV$9.68

SEI Asset Allocation Trust - Defensive Strategy Fund Class I

AUM$80,289.29

TER1.37%

Holdings10

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Holdings Overlap Analysis

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

SEDIX Mutual Fund Overlap Analysis

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

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

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