SISAX Mutual Fund Analysis & Holdings | MarketXLS

SISAX Mutual Fund

NAV$30.71

AUM$78M

TER1.37%

Holdings6

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SISAX Mutual Fund

NAV$30.71

SEI Asset Allocation Trust Tax-Managed Aggressive Strategy Fund Class F

AUM$78M

TER1.37%

Holdings6

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

SISAX Mutual Fund Overlap Analysis

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

SISAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 6 holdings, SISAX may share significant positions with broad-market funds.

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