SIRIX Mutual Fund Analysis & Holdings | MarketXLS

SIRIX Mutual Fund

NAV$23.54

AUM$4M

TER2.17%

Holdings55

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SIRIX Mutual Fund

NAV$23.54

Ocean Park Tactical All Asset Fund Investor Class

AUM$4M

TER2.17%

Holdings55

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

SIRIX Mutual Fund Overlap Analysis

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

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

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