SIIDX Mutual Fund Analysis & Holdings | MarketXLS

SIIDX Mutual Fund

NAV$13.15

AUM$854M

TER0.45%

Holdings580

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SIIDX Mutual Fund

NAV$13.15

Bernstein Intermediate Duration Institutional Portfolio

AUM$854M

TER0.45%

Holdings580

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

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.