SINAX Mutual Fund
SINAX Mutual Fund
NAV$44.45
AUM$1.2B
TER0.79%
Holdings57
See how much of SINAX you already own
SINAX Mutual Fund
NAV$44.45
ClearBridge Large Cap Value Fund Class A
AUM$1.2B
TER0.79%
Holdings57
See how much of SINAX you already own
SINAX Mutual Fund Overlap Analysis
SINAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SINAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 57 holdings, SINAX may share significant positions with broad-market funds.
SINAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SINAX tax-loss harvesting finds highly correlated but non-identical funds.