SIICX Mutual Fund
SIICX Mutual Fund
NAV$15.70
AUM$2M
TER2.51%
Holdings70
See how much of SIICX you already own
SIICX Mutual Fund
NAV$15.70
AlphaCentric Real Income Fund Class C
AUM$2M
TER2.51%
Holdings70
See how much of SIICX you already own
SIICX Mutual Fund Overlap Analysis
SIICX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SIICX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 70 holdings, SIICX may share significant positions with broad-market funds.
SIICX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SIICX tax-loss harvesting finds highly correlated but non-identical funds.