SEQAX Mutual Fund
SEQAX Mutual Fund
NAV$19.64
AUM$47M
TER1.17%
Holdings174
See how much of SEQAX you already own
SEQAX Mutual Fund
NAV$19.64
NAA World Equity Income Fund Class A
AUM$47M
TER1.17%
Holdings174
See how much of SEQAX you already own
SEQAX Mutual Fund Overlap Analysis
SEQAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SEQAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 174 holdings, SEQAX may share significant positions with broad-market funds.
SEQAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SEQAX tax-loss harvesting finds highly correlated but non-identical funds.