SLFYX Mutual Fund

NAV$8.79

AUM$33M

TER1.04%

Holdings1,141

See how much of SLFYX you already own

Just $25 once·$99/mo·Download sample

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SLFYX Mutual Fund

NAV$8.79

SIMT Multi-Asset Inflation Managed Fund Class Y

AUM$33M

TER1.04%

Holdings1,141

See how much of SLFYX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

SLFYX Mutual Fund Overlap Analysis

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

SLFYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1141 holdings, SLFYX may share significant positions with broad-market funds.

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