SISIX Mutual Fund Analysis & Holdings | MarketXLS

SISIX Mutual Fund

NAV$10.96

AUM$26M

TER0.67%

Holdings77

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SISIX Mutual Fund

NAV$10.96

Virtus Newfleet Intermediate Municipal Bond Fund Class A

AUM$26M

TER0.67%

Holdings77

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

SISIX Mutual Fund Overlap Analysis

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

SISIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 77 holdings, SISIX may share significant positions with broad-market funds.

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