SFENX Mutual Fund Analysis & Holdings | MarketXLS

SFENX Mutual Fund

NAV$13.05

AUM$1.8B

TER0.39%

Holdings337

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SFENX Mutual Fund

NAV$13.05

Schwab Fundamental Emerging Markets Large Company Index Fund

AUM$1.8B

TER0.39%

Holdings337

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 SFENX 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 SFENX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SFENX Mutual Fund Overlap Analysis

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

SFENX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 337 holdings, SFENX may share significant positions with broad-market funds.

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