SLDAX Mutual Fund Analysis & Holdings | MarketXLS

SLDAX Mutual Fund

NAV$7.37

TER0.37%

Holdings1,521

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SLDAX Mutual Fund

NAV$7.37

SEI Institutional Investments Trust - Long Duration Credit Fund Class A

TER0.37%

Holdings1,521

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

SLDAX Mutual Fund Overlap Analysis

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

SLDAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1521 holdings, SLDAX may share significant positions with broad-market funds.

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