SEPKX Mutual Fund Analysis & Holdings | MarketXLS

SEPKX Mutual Fund

NAV$61.16

AUM$2M

TER1.10%

Holdings51

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

SEPKX Mutual Fund

NAV$61.16

Allspring Mid Cap Growth Fund Admin Class

AUM$2M

TER1.10%

Holdings51

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

Compare SEPKX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings SEPKX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SEPKX Mutual Fund Overlap Analysis

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

SEPKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 51 holdings, SEPKX may share significant positions with broad-market funds.

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