SKSZX Mutual Fund
SKSZX Mutual Fund
NAV$34.97
AUM$221M
TER0.90%
Holdings83
See how much of SKSZX you already own
SKSZX Mutual Fund
NAV$34.97
AMG GW&K Small Cap Value Fund Class Z
AUM$221M
TER0.90%
Holdings83
See how much of SKSZX you already own
SKSZX Mutual Fund Overlap Analysis
SKSZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SKSZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 83 holdings, SKSZX may share significant positions with broad-market funds.
SKSZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SKSZX tax-loss harvesting finds highly correlated but non-identical funds.