SFSLX Mutual Fund
SFSLX Mutual Fund
NAV$24.05
AUM$7M
TER2.20%
Holdings43
See how much of SFSLX you already own
SFSLX Mutual Fund
NAV$24.05
1919 Financial Services Fund Cl C
AUM$7M
TER2.20%
Holdings43
See how much of SFSLX you already own
SFSLX Mutual Fund Overlap Analysis
SFSLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SFSLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 43 holdings, SFSLX may share significant positions with broad-market funds.
SFSLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SFSLX tax-loss harvesting finds highly correlated but non-identical funds.