SEKSX Mutual Fund

NAV$9.92

AUM$134M

TER0.48%

Holdings169

See how much of SEKSX you already own

Just $25 once·$99/mo·Download sample

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SEKSX Mutual Fund

NAV$9.92

Carret Kansas Tax-Exempt Bond Fund Institutional Class

AUM$134M

TER0.48%

Holdings169

See how much of SEKSX 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 SEKSX 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 SEKSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SEKSX Mutual Fund Overlap Analysis

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

SEKSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 169 holdings, SEKSX may share significant positions with broad-market funds.

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