SFSNX Mutual Fund
SFSNX Mutual Fund
NAV$21.50
AUM$2.3B
TER0.25%
Holdings897
See how much of SFSNX you already own
SFSNX Mutual Fund
NAV$21.50
Schwab Fundamental US Small Company Index Fund
AUM$2.3B
TER0.25%
Holdings897
See how much of SFSNX you already own
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.