SFSNX Mutual Fund Analysis & Holdings | MarketXLS

SFSNX Mutual Fund

NAV$22.97

AUM$2.4B

TER0.25%

Holdings897

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SFSNX Mutual Fund

NAV$22.97

Schwab Fundamental US Small Company Index Fund

AUM$2.4B

TER0.25%

Holdings897

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

SFSNX Mutual Fund Overlap Analysis

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

SFSNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 897 holdings, SFSNX may share significant positions with broad-market funds.

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