SIIIX Mutual Fund Analysis & Holdings | MarketXLS

SIIIX Mutual Fund

NAV$16.43

AUM$33M

TER1.51%

Holdings70

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

SIIIX Mutual Fund

NAV$16.43

AlphaCentric Real Income Fund Class I

AUM$33M

TER1.51%

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 SIIIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings SIIIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SIIIX Mutual Fund Overlap Analysis

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

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

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