SFITX Mutual Fund
NAV$9.59
TER0.16%
Holdings131
SFITX Mutual Fund
NAV$9.59
State Farm Interim Fund
TER0.16%
Holdings131
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SFITX Mutual Fund Overlap Analysis
SFITX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SFITX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 131 holdings, SFITX may share significant positions with broad-market funds.
SFITX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SFITX tax-loss harvesting finds highly correlated but non-identical funds.