SESLX Mutual Fund
SESLX Mutual Fund
NAV$34.93
AUM$124M
TER1.68%
Holdings209
See how much of SESLX you already own
SESLX Mutual Fund
NAV$34.93
1919 Socially Responsive Balanced Fund Class C
AUM$124M
TER1.68%
Holdings209
See how much of SESLX you already own
SESLX Mutual Fund Overlap Analysis
SESLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SESLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 209 holdings, SESLX may share significant positions with broad-market funds.
SESLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SESLX tax-loss harvesting finds highly correlated but non-identical funds.