SEDIX Mutual Fund

NAV$9.73

AUM$80,289.29

TER1.37%

Holdings10

See how much of SEDIX you already own

Just $25 once·$99/mo·Download sample

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SEDIX Mutual Fund

NAV$9.73

SEI Asset Allocation Trust - Defensive Strategy Fund Class I

AUM$80,289.29

TER1.37%

Holdings10

See how much of SEDIX 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 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.