SIOXX Mutual Fund
SIOXX Mutual Fund
UBS Select 100% US Treasury Institutional Fund Institutional Class
TER0.18%
Holdings1
See how much of SIOXX you already own
SIOXX Mutual Fund Overlap Analysis
SIOXX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SIOXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1 holdings, SIOXX may share significant positions with broad-market funds.
SIOXX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SIOXX tax-loss harvesting finds highly correlated but non-identical funds.