SIRCX Mutual Fund

NAV$23.21

AUM$21M

TER2.92%

Holdings55

See how much of SIRCX you already own

Just $25 once·$99/mo·Download sample

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SIRCX Mutual Fund

NAV$23.21

Ocean Park Tactical All Asset Fund Class C

AUM$21M

TER2.92%

Holdings55

See how much of SIRCX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

SIRCX Mutual Fund Overlap Analysis

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

SIRCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 55 holdings, SIRCX may share significant positions with broad-market funds.

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