SFPIX Mutual Fund

NAV$0.22

AUM$178,626.45

TER3.88%

Holdings49

See how much of SFPIX you already own

Just $25 once·$99/mo·Download sample

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SFPIX Mutual Fund

NAV$0.22

Saratoga Financial Services Portfolio Class I

AUM$178,626.45

TER3.88%

Holdings49

See how much of SFPIX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

SFPIX Mutual Fund Overlap Analysis

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

SFPIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 49 holdings, SFPIX may share significant positions with broad-market funds.

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