SICYX Mutual Fund Analysis & Holdings | MarketXLS

SICYX Mutual Fund

NAV$8.14

AUM$15M

TER0.66%

Holdings73

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SICYX Mutual Fund

NAV$8.14

Western Asset Intermediate Maturity California Municipals Fund Class I

AUM$15M

TER0.66%

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

SICYX Mutual Fund Overlap Analysis

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

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

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