SKSIX Mutual Fund
SKSIX Mutual Fund
NAV$37.34
AUM$155M
TER0.95%
Holdings77
SKSIX Mutual Fund
NAV$37.34
AMG GW&K Small Cap Value Fund Class I
AUM$155M
TER0.95%
Holdings77
SKSIX Mutual Fund Overlap Analysis
SKSIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SKSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 77 holdings, SKSIX may share significant positions with broad-market funds.
SKSIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SKSIX tax-loss harvesting finds highly correlated but non-identical funds.