SISAX Mutual Fund
SISAX Mutual Fund
NAV$29.71
AUM$78M
TER1.37%
Holdings6
See how much of SISAX you already own
SISAX Mutual Fund
NAV$29.71
SEI Asset Allocation Trust Tax-Managed Aggressive Strategy Fund Class F
AUM$78M
TER1.37%
Holdings6
See how much of SISAX you already own
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.