SICMX Mutual Fund Analysis & Holdings | MarketXLS

SICMX Mutual Fund

TER0.63%

Holdings73

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

SICMX Mutual Fund

Western Asset Intermediate Maturity California Municipals Fund CL IS

TER0.63%

Holdings73

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 SICMX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings SICMX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SICMX Mutual Fund Overlap Analysis

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

SICMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 73 holdings, SICMX may share significant positions with broad-market funds.

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