SFECX Mutual Fund
SFECX Mutual Fund
NAV$28.60
AUM$527,762.65
TER2.00%
Holdings141
See how much of SFECX you already own
SFECX Mutual Fund
NAV$28.60
NAA Large Core Fund Class C
AUM$527,762.65
TER2.00%
Holdings141
See how much of SFECX you already own
SFECX Mutual Fund Overlap Analysis
SFECX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SFECX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 141 holdings, SFECX may share significant positions with broad-market funds.
SFECX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SFECX tax-loss harvesting finds highly correlated but non-identical funds.