SFSLX Mutual Fund
SFSLX Mutual Fund
NAV$24.18
AUM$7M
TER2.20%
Holdings43
SFSLX Mutual Fund
NAV$24.18
1919 Financial Services Fund Cl C
AUM$7M
TER2.20%
Holdings43
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.