SIIDX Mutual Fund
SIIDX Mutual Fund
NAV$13.15
AUM$854M
TER0.45%
Holdings580
See how much of SIIDX you already own
SIIDX Mutual Fund
NAV$13.15
Bernstein Intermediate Duration Institutional Portfolio
AUM$854M
TER0.45%
Holdings580
See how much of SIIDX you already own
SIIDX Mutual Fund Overlap Analysis
SIIDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SIIDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 580 holdings, SIIDX may share significant positions with broad-market funds.
SIIDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SIIDX tax-loss harvesting finds highly correlated but non-identical funds.