SIIAX Mutual Fund Analysis & Holdings | MarketXLS

SIIAX Mutual Fund

NAV$16.40

AUM$3M

TER1.76%

Holdings70

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SIIAX Mutual Fund

NAV$16.40

AlphaCentric Real Income Fund Class A

AUM$3M

TER1.76%

Holdings70

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

SIIAX Mutual Fund Overlap Analysis

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

SIIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 70 holdings, SIIAX may share significant positions with broad-market funds.

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